Wescott Financial Advisory Group, LLC Ishares Esg Aware Msci Usa Sma Transaction History
Wescott Financial Advisory Group, LLC
- $822 Million
- Q3 2024
A detailed history of Wescott Financial Advisory Group, LLC transactions in Ishares Esg Aware Msci Usa Sma stock. As of the latest transaction made, Wescott Financial Advisory Group, LLC holds 39,530 shares of ESML stock, worth $1.8 Million. This represents 0.2% of its overall portfolio holdings.
Number of Shares
39,530
Previous 39,245
0.73%
Holding current value
$1.8 Million
Previous $1.51 Million
9.47%
% of portfolio
0.2%
Previous 0.2%
Shares
16 transactions
Others Institutions Holding ESML
# of Institutions
414Shares Held
34.6MCall Options Held
0Put Options Held
0-
Tiaa Trust, National Association Charlotte, NC2.36MShares$107 Million0.3% of portfolio
-
Northern Trust Corp Chicago, IL2.01MShares$91.6 Million0.01% of portfolio
-
Flputnam Investment Management CO Portland, ME2MShares$91.3 Million1.44% of portfolio
-
Bank Of America Corp Charlotte, NC1.72MShares$78.7 Million0.01% of portfolio
-
Goldman Sachs Group Inc New York, NY1.59MShares$72.6 Million0.01% of portfolio