Williams Financial, LLC Ishares Tr Esg Advanced Total Transaction History
Williams Financial, LLC
- $150 Million
- Q2 2024
A detailed history of Williams Financial, LLC transactions in Ishares Tr Esg Advanced Total stock. As of the latest transaction made, Williams Financial, LLC holds 5,751 shares of EUSB stock, worth $254,941. This represents 0.16% of its overall portfolio holdings.
Number of Shares
5,751
Previous 370,207
98.45%
Holding current value
$254,941
Previous $15.8 Million
98.45%
% of portfolio
0.16%
Previous 0.16%
Shares
5 transactions
Others Institutions Holding EUSB
# of Institutions
145Shares Held
12.7MCall Options Held
0Put Options Held
0-
Black Rock Inc. New York, NY4.98MShares$221 Million0.0% of portfolio
-
Envestnet Asset Management Inc1.71MShares$75.7 Million0.03% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA627KShares$27.8 Million0.1% of portfolio
-
Sig Fig Wealth Management, LLC San Francisco, CA446KShares$19.8 Million0.71% of portfolio
-
Impac Tfolio, LLC403KShares$17.9 Million9.61% of portfolio