Beta Wealth Group, Inc. Ishares Tr Esg Msci Em Leaders Transaction History
Beta Wealth Group, Inc.
- $187 Million
- Q3 2025
A detailed history of Beta Wealth Group, Inc. transactions in Ishares Tr Esg Msci Em Leaders stock. As of the latest transaction made, Beta Wealth Group, Inc. holds 9,216 shares of LDEM stock, worth $547,061. This represents 0.29% of its overall portfolio holdings.
Number of Shares
9,216
Previous 9,514
3.13%
Holding current value
$547,061
Previous $513,000
5.85%
% of portfolio
0.29%
Previous 0.28%
Shares
3 transactions
Others Institutions Holding LDEM
# of Institutions
41Shares Held
595KCall Options Held
0Put Options Held
0-
55 I, LLC Boston, MA218KShares$13 Million0.25% of portfolio
-
Commonwealth Equity Services, LLC70.3KShares$4.17 Million0.01% of portfolio
-
Bank Of Montreal Toronto, A649.6KShares$2.94 Million0.0% of portfolio
-
Balasa Dinverno & Foltz LLC Itasca, IL29.7KShares$1.76 Million0.08% of portfolio
-
Old Mission Capital LLC26.2KShares$1.55 Million0.0% of portfolio