Kestra Private Wealth Services, LLC Ishares Esg Advanced Msci Usa Transaction History
Kestra Private Wealth Services, LLC
- $4.9 Billion
- Q2 2024
A detailed history of Kestra Private Wealth Services, LLC transactions in Ishares Esg Advanced Msci Usa stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 5,247 shares of USXF stock, worth $257,417. This represents 0.0% of its overall portfolio holdings.
Number of Shares
5,247
Previous 5,237
0.19%
Holding current value
$257,417
Previous $236,000
3.39%
% of portfolio
0.0%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding USXF
# of Institutions
215Shares Held
18.4MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc4.53MShares$222 Million0.07% of portfolio
-
Black Rock Inc. New York, NY2.69MShares$132 Million0.0% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA1.35MShares$66.2 Million0.24% of portfolio
-
Sig Fig Wealth Management, LLC San Francisco, CA605KShares$29.7 Million1.06% of portfolio
-
Adviser Investments LLC584KShares$28.6 Million0.36% of portfolio