National Wealth Management Group, LLC Ishares Esg Advanced Msci Usa Transaction History
National Wealth Management Group, LLC
- $150 Billion
- Q4 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 18,074 shares of USXF stock, worth $872,974. This represents 0.6% of its overall portfolio holdings.
Number of Shares
18,074
Previous 17,416
3.78%
Holding current value
$872,974
Previous $855 Million
5.13%
% of portfolio
0.6%
Previous 0.58%
Shares
7 transactions
Others Institutions Holding USXF
# of Institutions
258Shares Held
20.8MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc5.08MShares$245 Million0.08% of portfolio
-
Black Rock Inc. New York, NY2.69MShares$130 Million0.0% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA1.51MShares$72.8 Million0.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.05MShares$50.6 Million0.02% of portfolio
-
Sig Fig Wealth Management, LLC San Francisco, CA649KShares$31.4 Million1.17% of portfolio