Cfm Wealth Partners LLC Ishares Trust Ishares Esg Awar Transaction History
Cfm Wealth Partners LLC
- $589 Million
- Q4 2024
A detailed history of Cfm Wealth Partners LLC transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Cfm Wealth Partners LLC holds 23,662 shares of ESGD stock, worth $1.89 Million. This represents 0.31% of its overall portfolio holdings.
Number of Shares
23,662
Previous 23,184
2.06%
Holding current value
$1.89 Million
Previous $1.95 Million
7.69%
% of portfolio
0.31%
Previous 0.34%
Shares
9 transactions
Others Institutions Holding ESGD
# of Institutions
646Shares Held
92.3MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC9.48MShares$756 Million0.07% of portfolio
-
Personal Capital Advisors Corp6.28MShares$501 Million2.0% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO5.96MShares$475 Million1.54% of portfolio
-
Jpmorgan Chase & CO New York, NY5.87MShares$468 Million0.04% of portfolio
-
Morgan Stanley New York, NY4.99MShares$398 Million0.03% of portfolio