Geo Wealth Management, LLC Ishares Tr Esg Advanced Total Transaction History
Geo Wealth Management, LLC
- $2.73 Billion
- Q3 2024
A detailed history of Geo Wealth Management, LLC transactions in Ishares Tr Esg Advanced Total stock. As of the latest transaction made, Geo Wealth Management, LLC holds 138,442 shares of EUSB stock, worth $5.84 Million. This represents 0.23% of its overall portfolio holdings.
Number of Shares
138,442
Previous 118,398
16.93%
Holding current value
$5.84 Million
Previous $5.04 Million
21.74%
% of portfolio
0.23%
Previous 0.23%
Shares
4 transactions
Others Institutions Holding EUSB
# of Institutions
164Shares Held
13.5MCall Options Held
0Put Options Held
0-
Black Rock Inc. New York, NY4.98MShares$210 Million0.0% of portfolio
-
Envestnet Asset Management Inc1.83MShares$77.1 Million0.03% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA662KShares$27.9 Million0.1% of portfolio
-
Sig Fig Wealth Management, LLC San Francisco, CA506KShares$21.3 Million0.81% of portfolio
-
Impac Tfolio, LLC430KShares$18.1 Million9.49% of portfolio