Liberty Wealth Management LLC Ishares Esg Advanced Msci Eafe Transaction History
Liberty Wealth Management LLC
- $569 Million
- Q3 2024
Shares
4 transactions
Others Institutions Holding DMXF
# of Institutions
210Shares Held
8.58MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc2.1MShares$144 Million0.05% of portfolio
-
Black Rock Inc. New York, NY920KShares$63.2 Million0.0% of portfolio
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Envestnet Portfolio Solutions, Inc. Berwyn, PA623KShares$42.8 Million0.16% of portfolio
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Syntrinsic LLC Denver, CO504KShares$34.6 Million12.07% of portfolio
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Jpmorgan Chase & CO New York, NY219KShares$15 Million0.0% of portfolio