Modern Wealth Management, LLC Ishares Esg Advanced Msci Eafe Transaction History
Modern Wealth Management, LLC
- $3.08 Trillion
- Q1 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 19,646 shares of DMXF stock, worth $1.45 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
19,646Holding current value
$1.45 Million% of portfolio
0.04%Shares
1 transactions
Others Institutions Holding DMXF
# of Institutions
229Shares Held
8.86MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc1.49MShares$110 Million0.03% of portfolio
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Black Rock Inc. New York, NY920KShares$67.9 Million0.0% of portfolio
-
Ima Wealth, Inc. Wichita, KS753KShares$55.6 Million6.03% of portfolio
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Syntrinsic LLC Denver, CO504KShares$37.2 Million12.07% of portfolio
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Envestnet Portfolio Solutions, Inc. Berwyn, PA337KShares$24.9 Million0.1% of portfolio