Soa Wealth Advisors, Llc. Ishares Esg Advanced Msci Eafe Transaction History
Soa Wealth Advisors, Llc.
- $532 Million
- Q4 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 3,355 shares of DMXF stock, worth $234,816. This represents 0.04% of its overall portfolio holdings.
Number of Shares
3,355
Previous 3,355
-0.0%
Holding current value
$234,816
Previous $216,000
-0.0%
% of portfolio
0.04%
Previous 0.04%
Shares
7 transactions
Others Institutions Holding DMXF
# of Institutions
230Shares Held
10.3MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc2.32MShares$162 Million0.05% of portfolio
-
Black Rock Inc. New York, NY920KShares$64.4 Million0.0% of portfolio
-
Ima Wealth, Inc. Wichita, KS780KShares$54.6 Million6.08% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA691KShares$48.4 Million0.16% of portfolio
-
Syntrinsic LLC Denver, CO504KShares$35.3 Million12.07% of portfolio