Geo Wealth Management, LLC Ishares Esg Advanced Msci Eafe Transaction History
Geo Wealth Management, LLC
- $2.33 Billion
- Q1 2025
A detailed history of Geo Wealth Management, LLC transactions in Ishares Esg Advanced Msci Eafe stock. As of the latest transaction made, Geo Wealth Management, LLC holds 11,222 shares of DMXF stock, worth $834,243. This represents 0.03% of its overall portfolio holdings.
Number of Shares
11,222
Previous 8,749
28.27%
Holding current value
$834,243
Previous $565,000
33.63%
% of portfolio
0.03%
Previous 0.02%
Shares
3 transactions
Others Institutions Holding DMXF
# of Institutions
228Shares Held
8.73MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc1.49MShares$111 Million0.03% of portfolio
-
Black Rock Inc. New York, NY920KShares$68.4 Million0.0% of portfolio
-
Ima Wealth, Inc. Wichita, KS753KShares$56 Million6.03% of portfolio
-
Syntrinsic LLC Denver, CO504KShares$37.5 Million12.07% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA337KShares$25.1 Million0.1% of portfolio