Savvy Advisors, Inc. Ishares Esg Advanced Msci Eafe Transaction History

Savvy Advisors, Inc.

$815 Million
Q4 2024

A detailed history of Savvy Advisors, Inc. transactions in Ishares Esg Advanced Msci Eafe stock. As of the latest transaction made, Savvy Advisors, Inc. holds 4,711 shares of DMXF stock, worth $325,671. This represents 0.04% of its overall portfolio holdings.

Number of Shares

4,711

Holding current value

$325,671

% of portfolio

0.04%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 13, 2025	BUY	$64.62 - $71.43 $304,424 - $336,506	4,711 New	4,711 $304,000

Others Institutions Holding DMXF

# of Institutions

227

Shares Held

10.3M

Call Options Held

Put Options Held

Envestnet Asset Management Inc

2.32M
Shares

$160 Million
0.05% of portfolio
Black Rock Inc. New York, NY

920K
Shares

$63.6 Million
0.0% of portfolio
Ima Wealth, Inc. Wichita, KS

780K
Shares

$53.9 Million
6.08% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

691K
Shares

$47.8 Million
0.16% of portfolio
Syntrinsic LLC Denver, CO

504K
Shares

$34.8 Million
12.07% of portfolio

View Full List

About ISHARES ESG ADVANCED MSCI EAFE

Ticker DMXF
Sector Technology

More about DMXF

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Savvy Advisors, Inc. Ishares Esg Advanced Msci Eafe Transaction History