Modern Wealth Management, LLC Ishares Esg Advanced Msci Eafe Transaction History
Modern Wealth Management, LLC
- $5.05 Trillion
- Q3 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 20,305 shares of DMXF stock, worth $1.55 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
20,305
Previous 18,055
12.46%
Holding current value
$1.55 Million
Previous $1.34 Million
114329.09%
% of portfolio
0.03%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding DMXF
# of Institutions
217Shares Held
6.34MCall Options Held
0Put Options Held
0-
Black Rock Inc. New York, NY920KShares$70.3 Million0.0% of portfolio
-
Ima Wealth, Inc. Wichita, KS731KShares$55.9 Million5.6% of portfolio
-
Syntrinsic LLC Denver, CO504KShares$38.5 Million12.07% of portfolio
-
Sei Investments CO Oaks, PA327KShares$25 Million0.03% of portfolio
-
Sig Fig Wealth Management, LLC San Francisco, CA227KShares$17.3 Million0.54% of portfolio