Curtis Advisory Group, LLC Ishares Esg Advanced Msci Usa Transaction History
Curtis Advisory Group, LLC
- $378 Million
- Q2 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 $548,386. This represents 0.14% of its overall portfolio holdings.
Number of Shares
9,653
              Previous 9,653
              
        
           -0.0%
        
      
          
        Holding current value
$548,386
            Previous $450,000
            
        
           15.56%
        
      
          
        % of portfolio
0.14%
            Previous 0.14%
          
        Shares
	  2 transactions
	
  Others Institutions Holding USXF
# of Institutions
287Shares Held
18MCall Options Held
0Put Options Held
0- 
    
      Envestnet Asset Management Inc3.73MShares$212 Million0.06% of portfolio
- 
    
      Black Rock Inc. New York, NY2.69MShares$153 Million0.0% of portfolio
- 
    
      Lpl Financial LLC Fort Mill, SC1.04MShares$59.1 Million0.02% of portfolio
- 
    
      Sei Investments CO Oaks, PA715KShares$40.6 Million0.05% of portfolio
- 
    
      Sig Fig Wealth Management, LLC San Francisco, CA667KShares$37.9 Million1.21% of portfolio