Copperleaf Capital, LLC Ishares Esg Advanced Msci Usa Transaction History
Copperleaf Capital, LLC
- $115 Million
- Q3 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 12,384 shares of USXF stock, worth $617,713. This represents 0.53% of its overall portfolio holdings.
Number of Shares
12,384
Previous 12,411
0.22%
Holding current value
$617,713
Previous $578,000
5.02%
% of portfolio
0.53%
Previous 0.53%
Shares
6 transactions
Others Institutions Holding USXF
# of Institutions
234Shares Held
18.6MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc4.55MShares$227 Million0.07% of portfolio
-
Black Rock Inc. New York, NY2.69MShares$134 Million0.0% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA1.36MShares$67.8 Million0.24% of portfolio
-
Sig Fig Wealth Management, LLC San Francisco, CA623KShares$31.1 Million1.11% of portfolio
-
Lpl Financial LLC Fort Mill, SC586KShares$29.2 Million0.01% of portfolio