Topel & Distasi Wealth Management, LLC Ishares Tr Esg Advanced High Y Transaction History
Topel & Distasi Wealth Management, LLC
- $228 Million
- Q2 2024
A detailed history of Topel & Distasi Wealth Management, LLC transactions in Ishares Tr Esg Advanced High Y stock. As of the latest transaction made, Topel & Distasi Wealth Management, LLC holds 13,461 shares of HYXF stock, worth $630,647. This represents 0.27% of its overall portfolio holdings.
Number of Shares
13,461
Previous 13,415
0.34%
Holding current value
$630,647
Previous $612,000
0.65%
% of portfolio
0.27%
Previous 0.27%
Shares
9 transactions
Others Institutions Holding HYXF
# of Institutions
60Shares Held
1.2MCall Options Held
0Put Options Held
0-
Sig Fig Wealth Management, LLC San Francisco, CA165KShares$7.71 Million0.28% of portfolio
-
Black Rock Inc. New York, NY112KShares$5.26 Million0.0% of portfolio
-
Financial Network Wealth Management LLC Draper, UT81.4KShares$3.81 Million1.4% of portfolio
-
Colorado Capital Management, Inc.67.4KShares$3.16 Million1.7% of portfolio
-
Commonwealth Equity Services, LLC62.6KShares$2.93 Million0.0% of portfolio