Leonard Rickey Investment Advisors P.L.L.C. Ishares Esg Advanced Msci Eafe Transaction History
Leonard Rickey Investment Advisors P.L.L.C.
- $434 Million
- Q4 2024
A detailed history of Leonard Rickey Investment Advisors P.L.L.C. transactions in Ishares Esg Advanced Msci Eafe stock. As of the latest transaction made, Leonard Rickey Investment Advisors P.L.L.C. holds 10,803 shares of DMXF stock, worth $723,152. This represents 0.16% of its overall portfolio holdings.
Number of Shares
10,803
Previous 10,668
1.27%
Holding current value
$723,152
Previous $768,000
9.11%
% of portfolio
0.16%
Previous 0.18%
Shares
15 transactions
Others Institutions Holding DMXF
# of Institutions
213Shares Held
8.68MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc2.1MShares$140 Million0.05% of portfolio
-
Black Rock Inc. New York, NY920KShares$61.6 Million0.0% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA623KShares$41.7 Million0.16% of portfolio
-
Syntrinsic LLC Denver, CO504KShares$33.7 Million12.07% of portfolio
-
Jpmorgan Chase & CO New York, NY219KShares$14.6 Million0.0% of portfolio