Warren Street Wealth Advisors, LLC Ishares Trust Ishares Msci Glo Transaction History
Warren Street Wealth Advisors, LLC
- $199 Million
- Q1 2024
A detailed history of Warren Street Wealth Advisors, LLC transactions in Ishares Trust Ishares Msci Glo stock. As of the latest transaction made, Warren Street Wealth Advisors, LLC holds 4,963 shares of SDG stock, worth $372,572. This represents 0.2% of its overall portfolio holdings.
Number of Shares
4,963
Previous 5,126
3.18%
Holding current value
$372,572
Previous $415,000
6.02%
% of portfolio
0.2%
Previous 0.24%
Shares
9 transactions
Others Institutions Holding SDG
# of Institutions
122Shares Held
1.8MCall Options Held
0Put Options Held
0-
Cwm, LLC380KShares$28.5 Million0.15% of portfolio
-
Jane Street Group, LLC New York, NY161KShares$12.1 Million0.02% of portfolio
-
Mission Wealth Management, LP138KShares$10.4 Million0.29% of portfolio
-
Wealth Enhancement Advisory Services, LLC104KShares$7.8 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC67KShares$5.03 Million0.0% of portfolio