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

Concentric Wealth Management, LLC

  • $473 Million
  • Q3 2024

A detailed history of Concentric Wealth Management, LLC transactions in Ishares Esg Advanced Msci Usa stock. As of the latest transaction made, Concentric Wealth Management, LLC holds 4,731 shares of USXF stock, worth $269,525. This represents 0.05% of its overall portfolio holdings.

Number of Shares
4,731
Previous 4,718 0.28%
Holding current value
$269,525
Previous $219,000 5.94%
% of portfolio
0.05%
Previous 0.06%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
BUY
$43.59 - $49.35 $566 - $641
13 Added 0.28%
4,731 $232,000
Q2 2024

Aug 13, 2024
BUY
$41.56 - $47.79 $374 - $430
9 Added 0.19%
4,718 $219,000
Q1 2024

May 08, 2024
BUY
$38.81 - $45.23 $182,756 - $212,988
4,709 New
4,709 $212,000

Others Institutions Holding USXF

# of Institutions
284
Shares Held
16.6M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES ESG ADVANCED MSCI USA

USXF Quotes by TradingView
  • Ticker USXF
  • Sector Technology
More about USXF
Track This Portfolio

Track Concentric Wealth Management, LLC Portfolio

Follow Concentric Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Concentric Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Concentric Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email