Transparent Wealth Partners LLC Ishares Tr Esg Advanced Total Transaction History
Transparent Wealth Partners LLC
- $136 Million
- Q1 2023
Shares
2 transactions
Others Institutions Holding EUSB
# of Institutions
152Shares Held
13MCall Options Held
0Put Options Held
0-
Black Rock Inc. New York, NY4.98MShares$214 Million0.0% of portfolio
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Envestnet Asset Management Inc1.83MShares$78.5 Million0.03% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA662KShares$28.4 Million0.1% of portfolio
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Sig Fig Wealth Management, LLC San Francisco, CA446KShares$19.1 Million0.71% of portfolio
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Impac Tfolio, LLC409KShares$17.5 Million9.36% of portfolio