Soa Wealth Advisors, Llc. Ishares Esg Advanced Msci Eafe Transaction History
Soa Wealth Advisors, Llc.
- $517 Million
- Q3 2024
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 3,083 shares of DMXF stock, worth $209,859. This represents 0.04% of its overall portfolio holdings.
Number of Shares
3,083
Previous 3,073
0.33%
Holding current value
$209,859
Previous $207,000
7.25%
% of portfolio
0.04%
Previous 0.04%
Shares
6 transactions
Others Institutions Holding DMXF
# of Institutions
203Shares Held
8.49MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc2.1MShares$143 Million0.05% of portfolio
-
Black Rock Inc. New York, NY920KShares$62.6 Million0.0% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA623KShares$42.4 Million0.16% of portfolio
-
Syntrinsic LLC Denver, CO504KShares$34.3 Million12.07% of portfolio
-
Jpmorgan Chase & CO New York, NY219KShares$14.9 Million0.0% of portfolio