Spartan Planning & Wealth Management Ishares Trust Ishares Esg Awar Transaction History
Spartan Planning & Wealth Management
- $89.6 Million
- Q4 2023
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
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Personal Capital Advisors Corp6.28MShares$479 Million2.0% of portfolio
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Jpmorgan Chase & CO New York, NY5.87MShares$448 Million0.04% of portfolio
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Empower Advisory Group, LLC Greenwood Village, CO5.69MShares$434 Million1.62% of portfolio
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Morgan Stanley New York, NY4.99MShares$381 Million0.03% of portfolio