Curtis Advisory Group, LLC Ishares Esg Advanced Msci Usa Transaction History
Curtis Advisory Group, LLC
- $320 Million
- Q1 2025
A detailed history of Curtis Advisory Group, LLC transactions in Ishares Esg Advanced Msci Usa stock. As of the latest transaction made, Curtis Advisory Group, LLC holds 9,653 shares of USXF stock, worth $492,013. This represents 0.14% of its overall portfolio holdings.
Number of Shares
9,653
Previous 6,900
39.9%
Holding current value
$492,013
Previous $343,000
31.2%
% of portfolio
0.14%
Previous 0.1%
Shares
2 transactions
Others Institutions Holding USXF
# of Institutions
261Shares Held
21.1MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc5.17MShares$264 Million0.08% of portfolio
-
Black Rock Inc. New York, NY2.69MShares$137 Million0.0% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA1.19MShares$60.6 Million0.23% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.16MShares$59.1 Million0.02% of portfolio
-
Sig Fig Wealth Management, LLC San Francisco, CA669KShares$34.1 Million1.12% of portfolio