Morton Brown Family Wealth, LLC Ishares Esg Advanced Msci Usa Transaction History
Morton Brown Family Wealth, LLC
- $242 Million
- Q1 2024
A detailed history of Morton Brown Family Wealth, LLC transactions in Ishares Esg Advanced Msci Usa stock. As of the latest transaction made, Morton Brown Family Wealth, LLC holds 284 shares of USXF stock, worth $13,359. This represents 0.0% of its overall portfolio holdings.
Number of Shares
284
Previous 284
-0.0%
Holding current value
$13,359
Previous $11,000
9.09%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding USXF
# of Institutions
206Shares Held
17.6MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc4.5MShares$211 Million0.08% of portfolio
-
Black Rock Inc. New York, NY2.68MShares$126 Million0.0% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA1.35MShares$63.6 Million0.24% of portfolio
-
Sig Fig Wealth Management, LLC San Francisco, CA558KShares$26.2 Million0.92% of portfolio
-
Adviser Investments LLC555KShares$26.1 Million0.34% of portfolio