Sowell Financial Services LLC Ishares Esg Advanced Msci Usa Transaction History
Sowell Financial Services LLC
- $1.85 Billion
- Q4 2024
Shares
7 transactions
Others Institutions Holding USXF
# of Institutions
258Shares Held
20.8MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc5.08MShares$244 Million0.08% of portfolio
-
Black Rock Inc. New York, NY2.69MShares$129 Million0.0% of portfolio
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Envestnet Portfolio Solutions, Inc. Berwyn, PA1.51MShares$72.5 Million0.27% of portfolio
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Lpl Financial LLC Fort Mill, SC1.05MShares$50.4 Million0.02% of portfolio
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Sig Fig Wealth Management, LLC San Francisco, CA649KShares$31.2 Million1.17% of portfolio