Allworth Financial LP Ishares Esg Advanced Msci Usa Transaction History
Allworth Financial LP
- $14 Billion
- Q1 2024
A detailed history of Allworth Financial LP transactions in Ishares Esg Advanced Msci Usa stock. As of the latest transaction made, Allworth Financial LP holds 288,907 shares of USXF stock, worth $13.5 Million. This represents 0.09% of its overall portfolio holdings.
Number of Shares
288,907
Previous 279,857
3.23%
Holding current value
$13.5 Million
Previous $11.1 Million
17.06%
% of portfolio
0.09%
Previous 0.09%
Shares
11 transactions
Others Institutions Holding USXF
# of Institutions
206Shares Held
17.6MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc4.5MShares$209 Million0.08% of portfolio
-
Black Rock Inc. New York, NY2.68MShares$125 Million0.0% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA1.35MShares$63 Million0.24% of portfolio
-
Sig Fig Wealth Management, LLC San Francisco, CA558KShares$26 Million0.92% of portfolio
-
Adviser Investments LLC555KShares$25.8 Million0.34% of portfolio