Montis Financial, LLC Ishares Trust Ishares Esg Awar Transaction History
Montis Financial, LLC
- $280 Million
- Q3 2024
A detailed history of Montis Financial, LLC transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Montis Financial, LLC holds 9,928 shares of ESGD stock, worth $789,474. This represents 0.3% of its overall portfolio holdings.
Number of Shares
9,928
Previous 7,828
26.83%
Holding current value
$789,474
Previous $616,000
35.55%
% of portfolio
0.3%
Previous 0.28%
Shares
2 transactions
Others Institutions Holding ESGD
# of Institutions
641Shares Held
93.3MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC9.48MShares$754 Million0.07% of portfolio
-
Personal Capital Advisors Corp6.28MShares$499 Million2.0% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO5.96MShares$474 Million1.54% of portfolio
-
Jpmorgan Chase & CO New York, NY5.87MShares$467 Million0.04% of portfolio
-
Morgan Stanley New York, NY4.99MShares$397 Million0.03% of portfolio