Venturi Wealth Management, LLC Ishares, Inc. Ishares Esg Awar Transaction History
Venturi Wealth Management, LLC
- $1.45 Billion
- Q1 2024
A detailed history of Venturi Wealth Management, LLC transactions in Ishares, Inc. Ishares Esg Awar stock. As of the latest transaction made, Venturi Wealth Management, LLC holds 3,744 shares of ESGE stock, worth $126,060. This represents 0.01% of its overall portfolio holdings.
Number of Shares
3,744
Previous 3,637
2.94%
Holding current value
$126,060
Previous $116,000
3.45%
% of portfolio
0.01%
Previous 0.01%
Shares
16 transactions
Others Institutions Holding ESGE
# of Institutions
534Shares Held
96.5MCall Options Held
200Put Options Held
0-
Bank Of America Corp Charlotte, NC16.2MShares$544 Million0.05% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO5.79MShares$195 Million0.7% of portfolio
-
Personal Capital Advisors Corp5.64MShares$190 Million0.82% of portfolio
-
Tiaa Trust, National Association Charlotte, NC5.09MShares$171 Million0.5% of portfolio
-
Tiaa, Fsb St. Louis, MO4.8MShares$162 Million0.55% of portfolio