Concentric Wealth Management, LLC Ishares Esg Advanced Msci Eafe Transaction History

Concentric Wealth Management, LLC

  • $473 Million
  • Q3 2024

A detailed history of Concentric Wealth Management, LLC transactions in Ishares Esg Advanced Msci Eafe stock. As of the latest transaction made, Concentric Wealth Management, LLC holds 4,043 shares of DMXF stock, worth $308,804. This represents 0.06% of its overall portfolio holdings.

Number of Shares
4,043
Previous 4,043 -0.0%
Holding current value
$308,804
Previous $272,000 6.99%
% of portfolio
0.06%
Previous 0.07%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024
BUY
$64.36 - $70.16 $1,480 - $1,613
23 Added 0.57%
4,043 $272,000
Q1 2024

May 08, 2024
BUY
$62.17 - $69.12 $249,923 - $277,862
4,020 New
4,020 $273,000

Others Institutions Holding DMXF

# of Institutions
216
Shares Held
6.33M
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
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