Tempus Wealth Planning, LLC Ishares Esg Advanced Msci Eafe Transaction History
Tempus Wealth Planning, LLC
- $303 Million
- Q1 2025
A detailed history of Tempus Wealth Planning, LLC transactions in Ishares Esg Advanced Msci Eafe stock. As of the latest transaction made, Tempus Wealth Planning, LLC holds 3,683 shares of DMXF stock, worth $269,816. This represents 0.08% of its overall portfolio holdings.
Number of Shares
3,683
Previous 3,299
11.64%
Holding current value
$269,816
Previous $213,000
16.43%
% of portfolio
0.08%
Previous 0.07%
Shares
2 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