Jfs Wealth Advisors, LLC Ishares Esg Advanced Msci Usa Transaction History
Jfs Wealth Advisors, LLC
- $1.26 Billion
- Q1 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 3,327 shares of USXF stock, worth $154,971. This represents 0.01% of its overall portfolio holdings.
Number of Shares
3,327
Previous 3,590
7.33%
Holding current value
$154,971
Previous $142,000
5.63%
% of portfolio
0.01%
Previous 0.01%
Shares
2 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