Ae Wealth Management LLC Ishares Esg Advanced Msci Eafe Transaction History
Ae Wealth Management LLC
- $11.7 Billion
- Q2 2025
A detailed history of Ae Wealth Management LLC transactions in Ishares Esg Advanced Msci Eafe stock. As of the latest transaction made, Ae Wealth Management LLC holds 1,261 shares of DMXF stock, worth $91,813. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,261
Previous 1,276
1.18%
Holding current value
$91,813
Previous $85,000
9.41%
% of portfolio
0.0%
Previous 0.0%
Shares
14 transactions
Others Institutions Holding DMXF
# of Institutions
240Shares Held
8.77MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc1.46MShares$106 Million0.03% of portfolio
-
Black Rock Inc. New York, NY920KShares$67 Million0.0% of portfolio
-
Ima Wealth, Inc. Wichita, KS753KShares$54.8 Million6.03% of portfolio
-
Syntrinsic LLC Denver, CO504KShares$36.7 Million12.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC309KShares$22.5 Million0.01% of portfolio