Atlantic Private Wealth, LLC Ishares Esg Advanced Msci Eafe Transaction History
Atlantic Private Wealth, LLC
- $140 Million
- Q2 2025
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 41,997 shares of DMXF stock, worth $3.23 Million. This represents 2.23% of its overall portfolio holdings.
Number of Shares
41,997
Previous 41,988
0.02%
Holding current value
$3.23 Million
Previous $2.83 Million
10.58%
% of portfolio
2.23%
Previous 2.24%
Shares
12 transactions
Others Institutions Holding DMXF
# of Institutions
245Shares Held
8.67MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc1.46MShares$112 Million0.03% of portfolio
-
Black Rock Inc. New York, NY920KShares$70.8 Million0.0% of portfolio
-
Ima Wealth, Inc. Wichita, KS731KShares$56.3 Million5.96% of portfolio
-
Syntrinsic LLC Denver, CO504KShares$38.8 Million12.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC344KShares$26.5 Million0.01% of portfolio