Jfs Wealth Advisors, LLC Ishares Esg Advanced Msci Eafe Transaction History
Jfs Wealth Advisors, LLC
- $1.46 Billion
- Q4 2024
A detailed history of Jfs Wealth Advisors, LLC transactions in Ishares Esg Advanced Msci Eafe stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 2,157 shares of DMXF stock, worth $144,066. This represents 0.01% of its overall portfolio holdings.
Number of Shares
2,157
Previous 1,577
36.78%
Holding current value
$144,066
Previous $113,000
23.01%
% of portfolio
0.01%
Previous 0.01%
Shares
5 transactions
Others Institutions Holding DMXF
# of Institutions
231Shares Held
10.2MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc2.32MShares$155 Million0.05% of portfolio
-
Black Rock Inc. New York, NY920KShares$61.4 Million0.0% of portfolio
-
Ima Wealth, Inc. Wichita, KS780KShares$52.1 Million6.08% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA691KShares$46.2 Million0.16% of portfolio
-
Syntrinsic LLC Denver, CO504KShares$33.7 Million12.07% of portfolio