Monterey Private Wealth, Inc. Ishares Esg Advanced Msci Usa Transaction History
Monterey Private Wealth, Inc.
- $338 Million
- Q1 2025
A detailed history of Monterey Private Wealth, Inc. transactions in Ishares Esg Advanced Msci Usa stock. As of the latest transaction made, Monterey Private Wealth, Inc. holds 4,572 shares of USXF stock, worth $255,574. This represents 0.06% of its overall portfolio holdings.
Number of Shares
4,572
Previous 6,835
33.11%
Holding current value
$255,574
Previous $339,000
37.17%
% of portfolio
0.06%
Previous 0.11%
Shares
5 transactions
Others Institutions Holding USXF
# of Institutions
265Shares Held
20.3MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc5.17MShares$289 Million0.08% of portfolio
-
Black Rock Inc. New York, NY2.69MShares$151 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.16MShares$64.8 Million0.02% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA770KShares$43.1 Million0.17% of portfolio
-
Sig Fig Wealth Management, LLC San Francisco, CA673KShares$37.6 Million1.22% of portfolio