Soa Wealth Advisors, Llc. Ishares Esg Advanced Msci Eafe Transaction History
Soa Wealth Advisors, Llc.
- $850 Million
- Q1 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 3,355 shares of DMXF stock, worth $245,787. This represents 0.03% of its overall portfolio holdings.
Number of Shares
3,355
Previous 3,355
-0.0%
Holding current value
$245,787
Previous $216,000
4.63%
% of portfolio
0.03%
Previous 0.04%
Shares
7 transactions
Others Institutions Holding DMXF
# of Institutions
230Shares Held
8.86MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc1.49MShares$109 Million0.03% of portfolio
-
Black Rock Inc. New York, NY920KShares$67.4 Million0.0% of portfolio
-
Ima Wealth, Inc. Wichita, KS753KShares$55.2 Million6.03% of portfolio
-
Syntrinsic LLC Denver, CO504KShares$36.9 Million12.07% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA337KShares$24.7 Million0.1% of portfolio