Gould Asset Management LLC Ishares Esg Advanced Msci Usa Transaction History
Gould Asset Management LLC
- $411 Million
- Q1 2024
A detailed history of Gould Asset Management LLC transactions in Ishares Esg Advanced Msci Usa stock. As of the latest transaction made, Gould Asset Management LLC holds 42,725 shares of USXF stock, worth $1.99 Million. This represents 0.47% of its overall portfolio holdings.
Number of Shares
42,725
Previous 33,125
28.98%
Holding current value
$1.99 Million
Previous $1.32 Million
46.25%
% of portfolio
0.47%
Previous 0.34%
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