Phoenix Wealth Advisors Ecofin Global Water Esg Fund Transaction History
Phoenix Wealth Advisors
- $229 Million
- Q4 2024
A detailed history of Phoenix Wealth Advisors transactions in Ecofin Global Water Esg Fund stock. As of the latest transaction made, Phoenix Wealth Advisors holds 18,221 shares of EBLU stock, worth $877,158. This represents 0.38% of its overall portfolio holdings.
Number of Shares
18,221
Previous 18,216
0.03%
Holding current value
$877,158
Previous $913,000
3.94%
% of portfolio
0.38%
Previous 0.43%
Shares
4 transactions
Others Institutions Holding EBLU
# of Institutions
33Shares Held
304KCall Options Held
0Put Options Held
0-
Wcg Wealth Advisors LLC Las Vegas, NV38.2KShares$1.84 Million0.13% of portfolio
-
Equitable Holdings, Inc. New York, NY30.8KShares$1.48 Million0.02% of portfolio
-
Clayton Financial Group LLC St. Louis, MO20.5KShares$986,3400.35% of portfolio
-
Lpl Financial LLC Fort Mill, SC20.3KShares$977,0010.0% of portfolio
-
Colorado Capital Management, Inc.20.1KShares$968,3840.46% of portfolio