Values Added Financial LLC Ishares Esg Advanced Msci Usa Transaction History
Values Added Financial LLC
- $180 Billion
- Q1 2025
A detailed history of Values Added Financial LLC transactions in Ishares Esg Advanced Msci Usa stock. As of the latest transaction made, Values Added Financial LLC holds 10,776 shares of USXF stock, worth $546,127. This represents 0.28% of its overall portfolio holdings.
Number of Shares
10,776
Previous 5,840
84.52%
Holding current value
$546,127
Previous $290 Million
73.2%
% of portfolio
0.28%
Previous 0.17%
Shares
3 transactions
Others Institutions Holding USXF
# of Institutions
261Shares Held
21MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc5.17MShares$262 Million0.08% of portfolio
-
Black Rock Inc. New York, NY2.69MShares$136 Million0.0% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA1.19MShares$60.2 Million0.23% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.16MShares$58.8 Million0.02% of portfolio
-
Sig Fig Wealth Management, LLC San Francisco, CA669KShares$33.9 Million1.12% of portfolio