Spectrum Planning & Advisory Services Inc. Ishares Esg Advanced Msci Usa Transaction History
Spectrum Planning & Advisory Services Inc.
- $101 Million
- Q3 2024
A detailed history of Spectrum Planning & Advisory Services Inc. transactions in Ishares Esg Advanced Msci Usa stock. As of the latest transaction made, Spectrum Planning & Advisory Services Inc. holds 8,948 shares of USXF stock, worth $448,921. This represents 0.44% of its overall portfolio holdings.
Number of Shares
8,948
Previous 7,606
17.64%
Holding current value
$448,921
Previous $354,000
24.01%
% of portfolio
0.44%
Previous 0.35%
Shares
9 transactions
Others Institutions Holding USXF
# of Institutions
234Shares Held
18.6MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc4.55MShares$228 Million0.07% of portfolio
-
Black Rock Inc. New York, NY2.69MShares$135 Million0.0% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA1.36MShares$68.2 Million0.24% of portfolio
-
Sig Fig Wealth Management, LLC San Francisco, CA623KShares$31.3 Million1.11% of portfolio
-
Lpl Financial LLC Fort Mill, SC586KShares$29.4 Million0.01% of portfolio