Spectrum Planning & Advisory Services Inc. Ishares Esg Advanced Msci Usa 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 Usa stock. As of the latest transaction made, Spectrum Planning & Advisory Services Inc. holds 10,763 shares of USXF stock, worth $503,708. This represents 0.48% of its overall portfolio holdings.
Number of Shares
10,763
Previous 9,104
18.22%
Holding current value
$503,708
Previous $452,000
11.06%
% of portfolio
0.48%
Previous 0.4%
Shares
11 transactions
Others Institutions Holding USXF
# of Institutions
262Shares Held
20.6MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc5.17MShares$242 Million0.08% of portfolio
-
Black Rock Inc. New York, NY2.69MShares$126 Million0.0% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA1.19MShares$55.6 Million0.23% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.05MShares$49.1 Million0.02% of portfolio
-
Sig Fig Wealth Management, LLC San Francisco, CA669KShares$31.3 Million1.12% of portfolio