Copperleaf Capital, LLC Ishares Esg Advanced Msci Usa Transaction History
Copperleaf Capital, LLC
- $123 Million
- Q4 2024
A detailed history of Copperleaf Capital, LLC transactions in Ishares Esg Advanced Msci Usa stock. As of the latest transaction made, Copperleaf Capital, LLC holds 11,758 shares of USXF stock, worth $594,954. This represents 0.48% of its overall portfolio holdings.
Number of Shares
11,758
Previous 12,384
5.05%
Holding current value
$594,954
Previous $607,000
3.79%
% of portfolio
0.48%
Previous 0.53%
Shares
7 transactions
Others Institutions Holding USXF
# of Institutions
257Shares Held
20.8MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc5.08MShares$257 Million0.08% of portfolio
-
Black Rock Inc. New York, NY2.69MShares$136 Million0.0% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA1.51MShares$76.3 Million0.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.05MShares$53 Million0.02% of portfolio
-
Sig Fig Wealth Management, LLC San Francisco, CA649KShares$32.8 Million1.17% of portfolio