Lifelong Wealth Advisors, Inc. Ishares Esg Advanced Msci Usa Transaction History
Lifelong Wealth Advisors, Inc.
- $213 Billion
- Q1 2025
A detailed history of Lifelong Wealth Advisors, Inc. transactions in Ishares Esg Advanced Msci Usa stock. As of the latest transaction made, Lifelong Wealth Advisors, Inc. holds 12,178 shares of USXF stock, worth $569,930. This represents 0.27% of its overall portfolio holdings.
Number of Shares
12,178
Previous 9,339
30.4%
Holding current value
$569,930
Previous $464 Million
22.4%
% of portfolio
0.27%
Previous 0.21%
Shares
2 transactions
Others Institutions Holding USXF
# of Institutions
262Shares Held
20.6MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc5.17MShares$242 Million0.08% of portfolio
-
Black Rock Inc. New York, NY2.69MShares$126 Million0.0% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA1.19MShares$55.6 Million0.23% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.05MShares$49.1 Million0.02% of portfolio
-
Sig Fig Wealth Management, LLC San Francisco, CA669KShares$31.3 Million1.12% of portfolio