Tria Gen Wealth Management LLC Ishares Trust Ishares Esg Awar Transaction History
Tria Gen Wealth Management LLC
- $273 Million
- Q3 2024
A detailed history of Tria Gen Wealth Management LLC transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Tria Gen Wealth Management LLC holds 25,470 shares of ESGD stock, worth $1.93 Million. This represents 0.78% of its overall portfolio holdings.
Number of Shares
25,470
Previous 25,470
-0.0%
Holding current value
$1.93 Million
Previous $2.01 Million
6.83%
% of portfolio
0.78%
Previous 0.84%
Shares
13 transactions
Others Institutions Holding ESGD
# of Institutions
635Shares Held
93.2MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC9.48MShares$720 Million0.07% of portfolio
-
Personal Capital Advisors Corp6.28MShares$477 Million2.0% of portfolio
-
Jpmorgan Chase & CO New York, NY5.87MShares$446 Million0.04% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO5.69MShares$432 Million1.62% of portfolio
-
Morgan Stanley New York, NY4.99MShares$379 Million0.03% of portfolio