Warren Street Wealth Advisors, LLC Ishares Trust Ishares Esg Awar Transaction History
Warren Street Wealth Advisors, LLC
- $238 Million
- Q4 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 8,560 shares of ESGD stock, worth $699,865. This represents 0.27% of its overall portfolio holdings.
Number of Shares
8,560
Previous 7,615
12.41%
Holding current value
$699,865
Previous $640,000
1.72%
% of portfolio
0.27%
Previous 0.27%
Shares
13 transactions
Others Institutions Holding ESGD
# of Institutions
653Shares Held
94.6MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC9.48MShares$775 Million0.07% of portfolio
-
Personal Capital Advisors Corp6.28MShares$513 Million2.0% of portfolio
-
Jpmorgan Chase & CO New York, NY6.27MShares$512 Million0.04% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO5.96MShares$488 Million1.54% of portfolio
-
Morgan Stanley New York, NY4.99MShares$408 Million0.03% of portfolio