Valtinson Bruner Financial Planning LLC Ishares Trust Ishares Esg Awar Transaction History
Valtinson Bruner Financial Planning LLC
- $185 Million
- Q1 2024
A detailed history of Valtinson Bruner Financial Planning LLC transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Valtinson Bruner Financial Planning LLC holds 2,101 shares of ESGU stock, worth $255,418. This represents 0.13% of its overall portfolio holdings.
Number of Shares
2,101
Previous 3,118
32.62%
Holding current value
$255,418
Previous $327,000
26.3%
% of portfolio
0.13%
Previous 0.19%
Shares
22 transactions
Others Institutions Holding ESGU
# of Institutions
787Shares Held
102MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC13.5MShares$1.64 Billion0.15% of portfolio
-
Jpmorgan Chase & CO New York, NY11MShares$1.34 Billion0.12% of portfolio
-
Envestnet Asset Management Inc4.64MShares$564 Million0.2% of portfolio
-
Tiaa Trust, National Association Charlotte, NC4.58MShares$557 Million1.61% of portfolio
-
55 I, LLC Boston, MA4.57MShares$556 Million10.14% of portfolio