Soa Wealth Advisors, Llc. Ishares Esg Advanced Msci Eafe Transaction History
Soa Wealth Advisors, Llc.
- $960 Million
- Q3 2025
A detailed history of Soa Wealth Advisors, Llc. transactions in Ishares Esg Advanced Msci Eafe stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 3,416 shares of DMXF stock, worth $262,246. This represents 0.03% of its overall portfolio holdings.
Number of Shares
3,416
Previous 3,358
1.73%
Holding current value
$262,246
Previous $249,000
3.61%
% of portfolio
0.03%
Previous 0.03%
Shares
9 transactions
Others Institutions Holding DMXF
# of Institutions
239Shares Held
8.55MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc1.46MShares$112 Million0.03% of portfolio
-
Black Rock Inc. New York, NY920KShares$70.6 Million0.0% of portfolio
-
Ima Wealth, Inc. Wichita, KS731KShares$56.1 Million5.96% of portfolio
-
Syntrinsic LLC Denver, CO504KShares$38.7 Million12.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC344KShares$26.4 Million0.01% of portfolio