Creative Planning Ishares Esg Advanced Msci Usa Transaction History
Creative Planning
- $90.1 Billion
- Q1 2024
A detailed history of Creative Planning transactions in Ishares Esg Advanced Msci Usa stock. As of the latest transaction made, Creative Planning holds 7,192 shares of USXF stock, worth $335,075. This represents 0.0% of its overall portfolio holdings.
Number of Shares
7,192
Previous 14,273
49.61%
Holding current value
$335,075
Previous $568,000
42.96%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding USXF
# of Institutions
206Shares Held
17.6MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc4.5MShares$209 Million0.08% of portfolio
-
Black Rock Inc. New York, NY2.68MShares$125 Million0.0% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA1.35MShares$63 Million0.24% of portfolio
-
Sig Fig Wealth Management, LLC San Francisco, CA558KShares$26 Million0.92% of portfolio
-
Adviser Investments LLC555KShares$25.8 Million0.34% of portfolio