Monterey Private Wealth, Inc. Ishares Esg Advanced Msci Eafe Transaction History
Monterey Private Wealth, Inc.
- $303 Million
- Q4 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 5,404 shares of DMXF stock, worth $365,526. This represents 0.12% of its overall portfolio holdings.
Number of Shares
5,404
Previous 5,330
1.39%
Holding current value
$365,526
Previous $383,000
8.88%
% of portfolio
0.12%
Previous 0.13%
Shares
5 transactions
Others Institutions Holding DMXF
# of Institutions
231Shares Held
10.3MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc2.32MShares$157 Million0.05% of portfolio
-
Black Rock Inc. New York, NY920KShares$62.2 Million0.0% of portfolio
-
Ima Wealth, Inc. Wichita, KS780KShares$52.8 Million6.08% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA691KShares$46.7 Million0.16% of portfolio
-
Syntrinsic LLC Denver, CO504KShares$34.1 Million12.07% of portfolio