Mount Yale Investment Advisors, LLC Ishares Esg Advanced Msci Eafe Transaction History
Mount Yale Investment Advisors, LLC
- $1.25 Billion
- Q2 2024
A detailed history of Mount Yale Investment Advisors, LLC transactions in Ishares Esg Advanced Msci Eafe stock. As of the latest transaction made, Mount Yale Investment Advisors, LLC holds 5,018 shares of DMXF stock, worth $354,120. This represents 0.03% of its overall portfolio holdings.
Number of Shares
5,018
Previous 7,196
30.27%
Holding current value
$354,120
Previous $490,000
31.02%
% of portfolio
0.03%
Previous 0.04%
Shares
10 transactions
Others Institutions Holding DMXF
# of Institutions
188Shares Held
7.72MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc1.67MShares$118 Million0.04% of portfolio
-
Black Rock Inc. New York, NY920KShares$64.9 Million0.0% of portfolio
-
Syntrinsic LLC Denver, CO630KShares$44.5 Million14.11% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA497KShares$35.1 Million0.13% of portfolio
-
Jpmorgan Chase & CO New York, NY190KShares$13.4 Million0.0% of portfolio