Kestra Private Wealth Services, LLC Ishares Esg Advanced Msci Usa Transaction History
Kestra Private Wealth Services, LLC
- $5.3 Billion
- Q3 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 8,331 shares of USXF stock, worth $433,878. This represents 0.01% of its overall portfolio holdings.
Number of Shares
8,331
Previous 5,247
58.78%
Holding current value
$433,878
Previous $244,000
67.21%
% of portfolio
0.01%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding USXF
# of Institutions
233Shares Held
18.6MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc4.55MShares$237 Million0.07% of portfolio
-
Black Rock Inc. New York, NY2.69MShares$140 Million0.0% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA1.36MShares$70.8 Million0.24% of portfolio
-
Sig Fig Wealth Management, LLC San Francisco, CA623KShares$32.5 Million1.11% of portfolio
-
Lpl Financial LLC Fort Mill, SC586KShares$30.5 Million0.01% of portfolio