Beta Wealth Group, Inc. Ishares Tr Esg Msci Em Leaders Transaction History

Beta Wealth Group, Inc.

$203 Million
Q3 2024

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 4,181 shares of LDEM stock, worth $195,043. This represents 0.1% of its overall portfolio holdings.

Number of Shares

4,181

Holding current value

$195,043

% of portfolio

0.1%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 01, 2024	BUY	$43.65 - $51.09 $182,500 - $213,607	4,181 New	4,181 $210,000

Others Institutions Holding LDEM

# of Institutions

Shares Held

682K

Call Options Held

Put Options Held

55 I, LLC Boston, MA

218K
Shares

$10.2 Million
0.25% of portfolio
Bank Of Montreal Toronto, A6

85K
Shares

$3.97 Million
0.0% of portfolio
Commonwealth Equity Services, LLC

72.7K
Shares

$3.39 Million
0.01% of portfolio
Old Mission Capital LLC

40.6K
Shares

$1.89 Million
0.05% of portfolio
Jpmorgan Chase & CO New York, NY

33.6K
Shares

$1.57 Million
0.0% of portfolio

View Full List

About ISHARES TR ESG MSCI EM LEADERS

Ticker LDEM
Sector ETFs
Industry ETFs

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Beta Wealth Group, Inc. Ishares Tr Esg Msci Em Leaders Transaction History