Mbe Wealth Management, LLC Ishares Esg Advanced Msci Usa Transaction History
Mbe Wealth Management, LLC
- $190 Million
- Q1 2025
A detailed history of Mbe Wealth Management, LLC transactions in Ishares Esg Advanced Msci Usa stock. As of the latest transaction made, Mbe Wealth Management, LLC holds 11,890 shares of USXF stock, worth $604,012. This represents 0.29% of its overall portfolio holdings.
Number of Shares
11,890
Previous 4,832
146.07%
Holding current value
$604,012
Previous $240,000
130.83%
% of portfolio
0.29%
Previous 0.14%
Shares
2 transactions
Others Institutions Holding USXF
# of Institutions
262Shares Held
21MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc5.17MShares$263 Million0.08% of portfolio
-
Black Rock Inc. New York, NY2.69MShares$137 Million0.0% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA1.19MShares$60.4 Million0.23% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.16MShares$58.9 Million0.02% of portfolio
-
Sig Fig Wealth Management, LLC San Francisco, CA669KShares$34 Million1.12% of portfolio