Marcum Wealth, LLC Ishares Esg Advanced Msci Usa Transaction History
Marcum Wealth, LLC
- $988 Million
- Q2 2024
A detailed history of Marcum Wealth, LLC transactions in Ishares Esg Advanced Msci Usa stock. As of the latest transaction made, Marcum Wealth, LLC holds 13,867 shares of USXF stock, worth $655,215. This represents 0.07% of its overall portfolio holdings.
Number of Shares
13,867
Previous 13,863
0.03%
Holding current value
$655,215
Previous $625,000
3.2%
% of portfolio
0.07%
Previous 0.06%
Shares
5 transactions
Others Institutions Holding USXF
# of Institutions
206Shares Held
17.6MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc4.5MShares$212 Million0.08% of portfolio
-
Black Rock Inc. New York, NY2.68MShares$127 Million0.0% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA1.35MShares$63.9 Million0.24% of portfolio
-
Sig Fig Wealth Management, LLC San Francisco, CA558KShares$26.4 Million0.92% of portfolio
-
Adviser Investments LLC555KShares$26.2 Million0.34% of portfolio