Modern Wealth Management, LLC Ishares Esg Advanced Msci Usa Transaction History
Modern Wealth Management, LLC
- $3.04 Billion
- Q1 2025
A detailed history of Modern Wealth Management, LLC transactions in Ishares Esg Advanced Msci Usa stock. As of the latest transaction made, Modern Wealth Management, LLC holds 14,342 shares of USXF stock, worth $803,152. This represents 0.02% of its overall portfolio holdings.
Number of Shares
14,342
Previous 14,342
-0.0%
Holding current value
$803,152
Previous $669 Million
99.9%
% of portfolio
0.02%
Previous 0.02%
Shares
1 transactions
Others Institutions Holding USXF
# of Institutions
270Shares Held
20.3MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc5.17MShares$290 Million0.08% of portfolio
-
Black Rock Inc. New York, NY2.69MShares$151 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.16MShares$64.9 Million0.02% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA770KShares$43.1 Million0.17% of portfolio
-
Sig Fig Wealth Management, LLC San Francisco, CA673KShares$37.7 Million1.22% of portfolio