U.S. Capital Wealth Advisors, LLC Ishares Esg Advanced Msci Usa Transaction History
U.S. Capital Wealth Advisors, LLC
- $2.65 Billion
- Q3 2024
A detailed history of U.S. Capital Wealth Advisors, LLC transactions in Ishares Esg Advanced Msci Usa stock. As of the latest transaction made, U.S. Capital Wealth Advisors, LLC holds 6,956 shares of USXF stock, worth $362,268. This represents 0.01% of its overall portfolio holdings.
Number of Shares
6,956
Previous 6,408
8.55%
Holding current value
$362,268
Previous $298,000
14.43%
% of portfolio
0.01%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding USXF
# of Institutions
233Shares Held
18.6MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc4.55MShares$237 Million0.07% of portfolio
-
Black Rock Inc. New York, NY2.69MShares$140 Million0.0% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA1.36MShares$70.8 Million0.24% of portfolio
-
Sig Fig Wealth Management, LLC San Francisco, CA623KShares$32.5 Million1.11% of portfolio
-
Lpl Financial LLC Fort Mill, SC586KShares$30.5 Million0.01% of portfolio