Spectrum Planning & Advisory Services Inc. Ishares Esg Advanced Msci Eafe Transaction History
Spectrum Planning & Advisory Services Inc.
- $104 Million
- Q1 2025
A detailed history of Spectrum Planning & Advisory Services Inc. transactions in Ishares Esg Advanced Msci Eafe stock. As of the latest transaction made, Spectrum Planning & Advisory Services Inc. holds 4,075 shares of DMXF stock, worth $298,534. This represents 0.26% of its overall portfolio holdings.
Number of Shares
4,075
Previous 3,730
9.25%
Holding current value
$298,534
Previous $241,000
13.69%
% of portfolio
0.26%
Previous 0.21%
Shares
3 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