Atlantic Private Wealth, LLC Ishares Esg Advanced Msci Eafe Transaction History

Atlantic Private Wealth, LLC

  • $131 Million
  • Q4 2024

A detailed history of Atlantic Private Wealth, LLC transactions in Ishares Esg Advanced Msci Eafe stock. As of the latest transaction made, Atlantic Private Wealth, LLC holds 41,963 shares of DMXF stock, worth $2.9 Million. This represents 2.07% of its overall portfolio holdings.

Number of Shares
41,963
Previous 41,960 0.01%
Holding current value
$2.9 Million
Previous $3.02 Million 10.29%
% of portfolio
2.07%
Previous 2.31%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 11, 2025
BUY
$64.62 - $71.43 $193 - $214
3 Added 0.01%
41,963 $2.71 Million
Q3 2024

Nov 07, 2024
SELL
$64.83 - $72.82 $66,256 - $74,422
-1,022 Reduced 2.38%
41,960 $3.02 Million
Q2 2024

Aug 12, 2024
BUY
$64.36 - $70.16 $12,292 - $13,400
191 Added 0.45%
42,982 $2.9 Million
Q1 2024

May 13, 2024
BUY
$62.17 - $69.12 $1,243 - $1,382
20 Added 0.05%
42,791 $2.92 Million
Q4 2023

Feb 09, 2024
SELL
$54.4 - $64.25 $26,112 - $30,840
-480 Reduced 1.11%
42,771 $2.73 Million
Q2 2023

Aug 11, 2023
BUY
$59.18 - $61.93 $13,433 - $14,058
227 Added 0.53%
43,251 $2.63 Million
Q1 2023

May 12, 2023
BUY
$54.76 - $60.35 $71,954 - $79,299
1,314 Added 3.15%
43,024 $2.56 Million
Q4 2022

Feb 13, 2023
BUY
$45.93 - $56.24 $5,787 - $7,086
126 Added 0.3%
41,710 $2.26 Million
Q2 2022

Jul 06, 2022
BUY
$50.93 - $62.33 $952,849 - $1.17 Million
18,709 Added 81.79%
41,584 $2.17 Million
Q4 2021

Jan 19, 2022
BUY
$66.58 - $71.27 $1.52 Million - $1.63 Million
22,875 New
22,875 $1.57 Million

Others Institutions Holding DMXF

# of Institutions
227
Shares Held
10.3M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES ESG ADVANCED MSCI EAFE

DMXF Quotes by TradingView
  • Ticker DMXF
  • Sector Technology
More about DMXF
Track This Portfolio

Track Atlantic Private Wealth, LLC Portfolio

Follow Atlantic Private Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Atlantic Private Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Atlantic Private Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email