Wescott Financial Advisory Group, LLC Ishares, Inc. Ishares Esg Awar Transaction History
Wescott Financial Advisory Group, LLC
- $862 Million
- Q4 2024
A detailed history of Wescott Financial Advisory Group, LLC transactions in Ishares, Inc. Ishares Esg Awar stock. As of the latest transaction made, Wescott Financial Advisory Group, LLC holds 52,189 shares of ESGE stock, worth $1.83 Million. This represents 0.2% of its overall portfolio holdings.
Number of Shares
52,189
Previous 51,144
2.04%
Holding current value
$1.83 Million
Previous $1.86 Million
6.44%
% of portfolio
0.2%
Previous 0.23%
Shares
11 transactions
Others Institutions Holding ESGE
# of Institutions
572Shares Held
102MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC15.7MShares$549 Million0.04% of portfolio
-
Tiaa Trust, National Association Charlotte, NC6.18MShares$216 Million0.63% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO5.74MShares$201 Million0.65% of portfolio
-
Personal Capital Advisors Corp5.64MShares$198 Million0.82% of portfolio
-
Morgan Stanley New York, NY5.15MShares$180 Million0.01% of portfolio