Valeo Financial Advisors, LLC Ishares, Inc. Ishares Esg Awar Transaction History
Valeo Financial Advisors, LLC
- $3.97 Billion
- Q4 2024
A detailed history of Valeo Financial Advisors, LLC transactions in Ishares, Inc. Ishares Esg Awar stock. As of the latest transaction made, Valeo Financial Advisors, LLC holds 9,921 shares of ESGE stock, worth $347,235. This represents 0.01% of its overall portfolio holdings.
Number of Shares
9,921
Previous 9,921
-0.0%
Holding current value
$347,235
Previous $361,000
8.31%
% of portfolio
0.01%
Previous 0.01%
Shares
12 transactions
Others Institutions Holding ESGE
# of Institutions
571Shares Held
102MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC15.7MShares$549 Million0.04% of portfolio
-
Tiaa Trust, National Association Charlotte, NC6.18MShares$216 Million0.63% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO5.74MShares$201 Million0.65% of portfolio
-
Personal Capital Advisors Corp5.64MShares$198 Million0.82% of portfolio
-
Morgan Stanley New York, NY5.15MShares$180 Million0.01% of portfolio