Atlantic Private Wealth, LLC Ishares Esg Advanced Msci Eafe Transaction History
Atlantic Private Wealth, LLC
- $126 Million
- Q1 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 41,988 shares of DMXF stock, worth $3.08 Million. This represents 2.24% of its overall portfolio holdings.
Number of Shares
41,988
Previous 41,963
0.06%
Holding current value
$3.08 Million
Previous $2.71 Million
4.28%
% of portfolio
2.24%
Previous 2.07%
Shares
11 transactions
Others Institutions Holding DMXF
# of Institutions
230Shares Held
8.86MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc1.49MShares$109 Million0.03% of portfolio
-
Black Rock Inc. New York, NY920KShares$67.4 Million0.0% of portfolio
-
Ima Wealth, Inc. Wichita, KS753KShares$55.2 Million6.03% of portfolio
-
Syntrinsic LLC Denver, CO504KShares$36.9 Million12.07% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA337KShares$24.7 Million0.1% of portfolio