Aufman Associates Inc Ishares Esg Advanced Msci Usa Transaction History
Aufman Associates Inc
- $142 Million
- Q1 2024
A detailed history of Aufman Associates Inc transactions in Ishares Esg Advanced Msci Usa stock. As of the latest transaction made, Aufman Associates Inc holds 13,545 shares of USXF stock, worth $636,479. This represents 0.43% of its overall portfolio holdings.
Number of Shares
13,545
Previous 13,550
0.04%
Holding current value
$636,479
Previous $539,000
13.36%
% of portfolio
0.43%
Previous 0.41%
Shares
8 transactions
Others Institutions Holding USXF
# of Institutions
206Shares Held
17.6MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc4.5MShares$211 Million0.08% of portfolio
-
Black Rock Inc. New York, NY2.68MShares$126 Million0.0% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA1.35MShares$63.5 Million0.24% of portfolio
-
Sig Fig Wealth Management, LLC San Francisco, CA558KShares$26.2 Million0.92% of portfolio
-
Adviser Investments LLC555KShares$26.1 Million0.34% of portfolio