Valued Wealth Advisors LLC Ishares Esg Aware Msci Usa Sma Transaction History
Valued Wealth Advisors LLC
- $216 Billion
- Q3 2025
A detailed history of Valued Wealth Advisors LLC transactions in Ishares Esg Aware Msci Usa Sma stock. As of the latest transaction made, Valued Wealth Advisors LLC holds 100 shares of ESML stock, worth $4,430. This represents 0.0% of its overall portfolio holdings.
Number of Shares
100
Previous 100
-0.0%
Holding current value
$4,430
Previous $4.13 Million
9.07%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding ESML
# of Institutions
449Shares Held
32.8MCall Options Held
0Put Options Held
0-
Tiaa Trust, National Association Charlotte, NC2.23MShares$98.6 Million0.25% of portfolio
-
Northern Trust Corp Chicago, IL2.02MShares$89.4 Million0.01% of portfolio
-
Betterment LLC New York, NY1.78MShares$78.9 Million0.16% of portfolio
-
Bank Of America Corp Charlotte, NC1.75MShares$77.7 Million0.01% of portfolio
-
Creative Planning Overland Park, KS1.47MShares$65.3 Million0.05% of portfolio