One Wealth Management Investment & Advisory Services, LLC Ishares Esg Advanced Msci Usa Transaction History
One Wealth Management Investment & Advisory Services, LLC
- $251 Billion
- Q2 2024
A detailed history of One Wealth Management Investment & Advisory Services, LLC transactions in Ishares Esg Advanced Msci Usa stock. As of the latest transaction made, One Wealth Management Investment & Advisory Services, LLC holds 15,544 shares of USXF stock, worth $762,588. This represents 0.29% of its overall portfolio holdings.
Number of Shares
15,544
Previous 16,362
5.0%
Holding current value
$762,588
Previous $739 Million
1.99%
% of portfolio
0.29%
Previous 0.3%
Shares
3 transactions
Others Institutions Holding USXF
# of Institutions
215Shares Held
18.4MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc4.53MShares$222 Million0.07% of portfolio
-
Black Rock Inc. New York, NY2.69MShares$132 Million0.0% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA1.35MShares$66.2 Million0.24% of portfolio
-
Sig Fig Wealth Management, LLC San Francisco, CA605KShares$29.7 Million1.06% of portfolio
-
Adviser Investments LLC584KShares$28.6 Million0.36% of portfolio