Sound View Wealth Advisors Group, LLC Ishares Esg Advanced Msci Usa Transaction History
Sound View Wealth Advisors Group, LLC
- $1.23 Billion
- Q4 2024
A detailed history of Sound View Wealth Advisors Group, LLC transactions in Ishares Esg Advanced Msci Usa stock. As of the latest transaction made, Sound View Wealth Advisors Group, LLC holds 9,989 shares of USXF stock, worth $453,001. This represents 0.04% of its overall portfolio holdings.
Number of Shares
9,989
Previous 9,910
0.8%
Holding current value
$453,001
Previous $486,000
2.06%
% of portfolio
0.04%
Previous 0.04%
Shares
2 transactions
Others Institutions Holding USXF
# of Institutions
262Shares Held
20.9MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc5.08MShares$230 Million0.08% of portfolio
-
Black Rock Inc. New York, NY2.69MShares$122 Million0.0% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA1.51MShares$68.4 Million0.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.05MShares$47.5 Million0.02% of portfolio
-
Sig Fig Wealth Management, LLC San Francisco, CA669KShares$30.3 Million1.12% of portfolio