Topel & Distasi Wealth Management, LLC Ishares Esg Aware Msci Usa Sma Transaction History
Topel & Distasi Wealth Management, LLC
- $226 Million
- Q1 2024
A detailed history of Topel & Distasi Wealth Management, LLC transactions in Ishares Esg Aware Msci Usa Sma stock. As of the latest transaction made, Topel & Distasi Wealth Management, LLC holds 23,767 shares of ESML stock, worth $913,365. This represents 0.42% of its overall portfolio holdings.
Number of Shares
23,767
Previous 22,848
4.02%
Holding current value
$913,365
Previous $868,000
10.25%
% of portfolio
0.42%
Previous 0.41%
Shares
10 transactions
Others Institutions Holding ESML
# of Institutions
395Shares Held
32.1MCall Options Held
0Put Options Held
0-
Flputnam Investment Management CO Portland, ME2.09MShares$80.4 Million1.83% of portfolio
-
Goldman Sachs Group Inc New York, NY1.93MShares$74 Million0.01% of portfolio
-
Northern Trust Corp Chicago, IL1.89MShares$72.8 Million0.01% of portfolio
-
Tiaa Trust, National Association Charlotte, NC1.85MShares$71.1 Million0.23% of portfolio
-
Bank Of America Corp Charlotte, NC1.77MShares$67.8 Million0.01% of portfolio