National Wealth Management Group, LLC Ishares Esg Advanced Msci Eafe Transaction History
National Wealth Management Group, LLC
- $152 Billion
- Q1 2025
Shares
1 transactions
Others Institutions Holding DMXF
# of Institutions
229Shares Held
8.86MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc1.49MShares$111 Million0.03% of portfolio
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Black Rock Inc. New York, NY920KShares$68.4 Million0.0% of portfolio
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Ima Wealth, Inc. Wichita, KS753KShares$56 Million6.03% of portfolio
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Syntrinsic LLC Denver, CO504KShares$37.5 Million12.07% of portfolio
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Envestnet Portfolio Solutions, Inc. Berwyn, PA337KShares$25.1 Million0.1% of portfolio