Spectrum Planning & Advisory Services Inc. Ishares Esg Advanced Msci Usa Transaction History
Spectrum Planning & Advisory Services Inc.
- $113 Million
- Q4 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 9,104 shares of USXF stock, worth $458,659. This represents 0.4% of its overall portfolio holdings.
Number of Shares
9,104
Previous 8,948
1.74%
Holding current value
$458,659
Previous $439,000
2.96%
% of portfolio
0.4%
Previous 0.44%
Shares
10 transactions
Others Institutions Holding USXF
# of Institutions
245Shares Held
19MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc4.55MShares$229 Million0.07% of portfolio
-
Black Rock Inc. New York, NY2.69MShares$136 Million0.0% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA1.36MShares$68.5 Million0.24% of portfolio
-
Sig Fig Wealth Management, LLC San Francisco, CA623KShares$31.4 Million1.11% of portfolio
-
Lpl Financial LLC Fort Mill, SC586KShares$29.5 Million0.01% of portfolio