National Wealth Management Group, LLC Ishares Esg Advanced Msci Usa Transaction History
National Wealth Management Group, LLC
- $148 Billion
- Q3 2024
A detailed history of National Wealth Management Group, LLC transactions in Ishares Esg Advanced Msci Usa stock. As of the latest transaction made, National Wealth Management Group, LLC holds 17,416 shares of USXF stock, worth $899,188. This represents 0.58% of its overall portfolio holdings.
Number of Shares
17,416
Previous 15,893
9.58%
Holding current value
$899,188
Previous $740 Million
15.46%
% of portfolio
0.58%
Previous 0.56%
Shares
6 transactions
Others Institutions Holding USXF
# of Institutions
233Shares Held
18.6MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc4.55MShares$235 Million0.07% of portfolio
-
Black Rock Inc. New York, NY2.69MShares$139 Million0.0% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA1.36MShares$70.2 Million0.24% of portfolio
-
Sig Fig Wealth Management, LLC San Francisco, CA623KShares$32.2 Million1.11% of portfolio
-
Lpl Financial LLC Fort Mill, SC586KShares$30.3 Million0.01% of portfolio