Jfs Wealth Advisors, LLC Ishares Esg Advanced Msci Usa 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 Usa stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 4,348 shares of USXF stock, worth $219,052. This represents 0.01% of its overall portfolio holdings.
Number of Shares
4,348
Previous 3,469
25.34%
Holding current value
$219,052
Previous $170,000
27.06%
% of portfolio
0.01%
Previous 0.01%
Shares
5 transactions
Others Institutions Holding USXF
# of Institutions
245Shares Held
19MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc4.55MShares$229 Million0.07% of portfolio
-
Black Rock Inc. New York, NY2.69MShares$136 Million0.0% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA1.36MShares$68.5 Million0.24% of portfolio
-
Sig Fig Wealth Management, LLC San Francisco, CA623KShares$31.4 Million1.11% of portfolio
-
Lpl Financial LLC Fort Mill, SC586KShares$29.5 Million0.01% of portfolio