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 $282,969. This represents 0.06% of its overall portfolio holdings.
Number of Shares
4,043
Previous 4,043
-0.0%
Holding current value
$282,969
Previous $272,000
6.99%
% of portfolio
0.06%
Previous 0.07%
Shares
2 transactions
Others Institutions Holding DMXF
# of Institutions
230Shares Held
10.3MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc2.32MShares$162 Million0.05% of portfolio
-
Black Rock Inc. New York, NY920KShares$64.4 Million0.0% of portfolio
-
Ima Wealth, Inc. Wichita, KS780KShares$54.6 Million6.08% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA691KShares$48.4 Million0.16% of portfolio
-
Syntrinsic LLC Denver, CO504KShares$35.3 Million12.07% of portfolio