Warren Street Wealth Advisors, LLC Ishares Trust Ishares Esg Awar Transaction History
Warren Street Wealth Advisors, LLC
- $234 Million
- Q3 2024
A detailed history of Warren Street Wealth Advisors, LLC transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Warren Street Wealth Advisors, LLC holds 7,615 shares of ESGD stock, worth $590,390. This represents 0.27% of its overall portfolio holdings.
Number of Shares
7,615
Previous 6,175
23.32%
Holding current value
$590,390
Previous $486,000
31.69%
% of portfolio
0.27%
Previous 0.25%
Shares
12 transactions
Others Institutions Holding ESGD
# of Institutions
634Shares Held
93.2MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC9.48MShares$735 Million0.07% of portfolio
-
Personal Capital Advisors Corp6.28MShares$487 Million2.0% of portfolio
-
Jpmorgan Chase & CO New York, NY5.87MShares$455 Million0.04% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO5.69MShares$441 Million1.62% of portfolio
-
Morgan Stanley New York, NY4.99MShares$387 Million0.03% of portfolio