One Wealth Advisors, LLC Ishares Esg Advanced Msci Usa Transaction History
One Wealth Advisors, LLC
- $567 Million
- Q1 2024
A detailed history of One Wealth Advisors, LLC transactions in Ishares Esg Advanced Msci Usa stock. As of the latest transaction made, One Wealth Advisors, LLC holds 116,743 shares of USXF stock, worth $5.44 Million. This represents 0.93% of its overall portfolio holdings.
Number of Shares
116,743
Previous 110,559
5.59%
Holding current value
$5.44 Million
Previous $4.4 Million
19.72%
% of portfolio
0.93%
Previous 0.85%
Shares
13 transactions
Others Institutions Holding USXF
# of Institutions
206Shares Held
17.6MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc4.5MShares$209 Million0.08% of portfolio
-
Black Rock Inc. New York, NY2.68MShares$125 Million0.0% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA1.35MShares$63 Million0.24% of portfolio
-
Sig Fig Wealth Management, LLC San Francisco, CA558KShares$26 Million0.92% of portfolio
-
Adviser Investments LLC555KShares$25.8 Million0.34% of portfolio