National Wealth Management Group, LLC Ishares Esg Aware Msci Usa Sma Transaction History
National Wealth Management Group, LLC
- $150 Billion
- Q4 2024
A detailed history of National Wealth Management Group, LLC transactions in Ishares Esg Aware Msci Usa Sma stock. As of the latest transaction made, National Wealth Management Group, LLC holds 5,844 shares of ESML stock, worth $250,298. This represents 0.16% of its overall portfolio holdings.
Number of Shares
5,844
Previous 5,565
5.01%
Holding current value
$250,298
Previous $233 Million
5.59%
% of portfolio
0.16%
Previous 0.16%
Shares
2 transactions
Others Institutions Holding ESML
# of Institutions
432Shares Held
34.4MCall Options Held
0Put Options Held
0-
Tiaa Trust, National Association Charlotte, NC2.39MShares$102 Million0.3% of portfolio
-
Northern Trust Corp Chicago, IL2.01MShares$86 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.72MShares$73.8 Million0.01% of portfolio
-
Goldman Sachs Group Inc New York, NY1.6MShares$68.7 Million0.01% of portfolio
-
Betterment LLC New York, NY1.49MShares$63.9 Million0.15% of portfolio