Sax Wealth Advisors, LLC Ishares Trust Ishares Esg Awar Transaction History
Sax Wealth Advisors, LLC
- $1.11 Billion
- Q3 2024
A detailed history of Sax Wealth Advisors, LLC transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 19,003 shares of ESGD stock, worth $1.45 Million. This represents 0.14% of its overall portfolio holdings.
Number of Shares
19,003
Previous 18,822
0.96%
Holding current value
$1.45 Million
Previous $1.48 Million
7.89%
% of portfolio
0.14%
Previous 0.14%
Shares
2 transactions
Others Institutions Holding ESGD
# of Institutions
635Shares Held
93.2MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC9.48MShares$724 Million0.07% of portfolio
-
Personal Capital Advisors Corp6.28MShares$479 Million2.0% of portfolio
-
Jpmorgan Chase & CO New York, NY5.87MShares$448 Million0.04% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO5.69MShares$434 Million1.62% of portfolio
-
Morgan Stanley New York, NY4.99MShares$381 Million0.03% of portfolio