Modern Wealth Management, LLC Ishares Esg Advanced Msci Eafe Transaction History
Modern Wealth Management, LLC
- $3.78 Billion
- Q2 2025
A detailed history of Modern Wealth Management, LLC transactions in Ishares Esg Advanced Msci Eafe stock. As of the latest transaction made, Modern Wealth Management, LLC holds 16,507 shares of DMXF stock, worth $1.27 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
16,507
Previous 19,646
15.98%
Holding current value
$1.27 Million
Previous $1.32 Million
7.11%
% of portfolio
0.03%
Previous 0.04%
Shares
2 transactions
Others Institutions Holding DMXF
# of Institutions
233Shares Held
8.26MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc1.46MShares$112 Million0.03% of portfolio
-
Black Rock Inc. New York, NY920KShares$70.6 Million0.0% of portfolio
-
Ima Wealth, Inc. Wichita, KS731KShares$56.1 Million5.96% of portfolio
-
Syntrinsic LLC Denver, CO504KShares$38.7 Million12.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC344KShares$26.4 Million0.01% of portfolio