Invera Wealth Advisors, LLC Ishares Esg Advanced Msci Eafe Transaction History
Invera Wealth Advisors, LLC
- $93.4 Million
- Q2 2024
A detailed history of Invera Wealth Advisors, LLC transactions in Ishares Esg Advanced Msci Eafe stock. As of the latest transaction made, Invera Wealth Advisors, LLC holds 70,388 shares of DMXF stock, worth $4.99 Million. This represents 5.08% of its overall portfolio holdings.
Number of Shares
70,388
Previous 69,251
1.64%
Holding current value
$4.99 Million
Previous $4.72 Million
0.59%
% of portfolio
5.08%
Previous 3.87%
Shares
4 transactions
Others Institutions Holding DMXF
# of Institutions
189Shares Held
7.76MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc1.67MShares$119 Million0.04% of portfolio
-
Black Rock Inc. New York, NY920KShares$65.2 Million0.0% of portfolio
-
Syntrinsic LLC Denver, CO630KShares$44.7 Million14.11% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA497KShares$35.2 Million0.13% of portfolio
-
Jpmorgan Chase & CO New York, NY190KShares$13.5 Million0.0% of portfolio