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 $592,368. This represents 0.48% of its overall portfolio holdings.
Number of Shares
11,758
Previous 12,384
5.05%
Holding current value
$592,368
Previous $607,000
3.79%
% of portfolio
0.48%
Previous 0.53%
Shares
7 transactions
Others Institutions Holding USXF
# of Institutions
245Shares Held
19MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc4.55MShares$229 Million0.07% of portfolio
-
Black Rock Inc. New York, NY2.69MShares$136 Million0.0% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA1.36MShares$68.5 Million0.24% of portfolio
-
Sig Fig Wealth Management, LLC San Francisco, CA623KShares$31.4 Million1.11% of portfolio
-
Lpl Financial LLC Fort Mill, SC586KShares$29.5 Million0.01% of portfolio