Monterey Private Wealth, Inc. Ishares Esg Advanced Msci Eafe Transaction History

Monterey Private Wealth, Inc.

  • $293 Million
  • Q3 2024

A detailed history of Monterey Private Wealth, Inc. transactions in Ishares Esg Advanced Msci Eafe stock. As of the latest transaction made, Monterey Private Wealth, Inc. holds 5,330 shares of DMXF stock, worth $361,960. This represents 0.13% of its overall portfolio holdings.

Number of Shares
5,330
Previous 5,182 2.86%
Holding current value
$361,960
Previous $349,000 9.74%
% of portfolio
0.13%
Previous 0.13%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 03, 2024
BUY
$64.83 - $72.82 $9,594 - $10,777
148 Added 2.86%
5,330 $383,000
Q2 2024

Jul 08, 2024
BUY
$64.36 - $70.16 $4,891 - $5,332
76 Added 1.49%
5,182 $349,000
Q4 2023

Jan 12, 2024
BUY
$54.4 - $64.25 $2,502 - $2,955
46 Added 0.91%
5,106 $326,000
Q2 2023

Jul 11, 2023
BUY
$59.18 - $61.93 $299,450 - $313,365
5,060 New
5,060 $308,000

Others Institutions Holding DMXF

# of Institutions
198
Shares Held
7.9M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES ESG ADVANCED MSCI EAFE

DMXF Quotes by TradingView
  • Ticker DMXF
  • Sector Technology
More about DMXF
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