Cassady Schiller Wealth Management, LLC Ishares Esg Advanced Msci Eafe Transaction History
Cassady Schiller Wealth Management, LLC
- $259 Million
- Q3 2024
A detailed history of Cassady Schiller Wealth Management, LLC transactions in Ishares Esg Advanced Msci Eafe stock. As of the latest transaction made, Cassady Schiller Wealth Management, LLC holds 74 shares of DMXF stock, worth $4,985. This represents 0.0% of its overall portfolio holdings.
Number of Shares
74
Previous 74
-0.0%
Holding current value
$4,985
Previous $4,000
25.0%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding DMXF
# of Institutions
216Shares Held
8.76MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc2.1MShares$141 Million0.05% of portfolio
-
Black Rock Inc. New York, NY920KShares$62 Million0.0% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA623KShares$42 Million0.16% of portfolio
-
Syntrinsic LLC Denver, CO504KShares$34 Million12.07% of portfolio
-
Jpmorgan Chase & CO New York, NY219KShares$14.7 Million0.0% of portfolio