Sugarloaf Wealth Management, LLC Ishares Esg Advanced Msci Eafe Transaction History
Sugarloaf Wealth Management, LLC
- $435 Million
- Q1 2024
A detailed history of Sugarloaf Wealth Management, LLC transactions in Ishares Esg Advanced Msci Eafe stock. As of the latest transaction made, Sugarloaf Wealth Management, LLC holds 1,636 shares of DMXF stock, worth $111,755. This represents 0.03% of its overall portfolio holdings.
Number of Shares
1,636
Previous 1,535
6.58%
Holding current value
$111,755
Previous $98,000
13.27%
% of portfolio
0.03%
Previous 0.02%
Shares
4 transactions
Others Institutions Holding DMXF
# of Institutions
186Shares Held
6.66MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc1.64MShares$112 Million0.04% of portfolio
-
Black Rock Inc. New York, NY922KShares$63 Million0.0% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA496KShares$33.9 Million0.13% of portfolio
-
Jpmorgan Chase & CO New York, NY179KShares$12.2 Million0.0% of portfolio
-
Allworth Financial LP171KShares$11.7 Million0.08% of portfolio