U.S. Capital Wealth Advisors, LLC Ishares Esg Advanced Msci Usa Transaction History
U.S. Capital Wealth Advisors, LLC
- $2.46 Billion
- Q2 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 6,408 shares of USXF stock, worth $314,376. This represents 0.01% of its overall portfolio holdings.
Number of Shares
6,408
Previous 4,888
31.1%
Holding current value
$314,376
Previous $220,000
35.45%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding USXF
# of Institutions
215Shares Held
18.4MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc4.53MShares$222 Million0.07% of portfolio
-
Black Rock Inc. New York, NY2.69MShares$132 Million0.0% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA1.35MShares$66.2 Million0.24% of portfolio
-
Sig Fig Wealth Management, LLC San Francisco, CA605KShares$29.7 Million1.06% of portfolio
-
Adviser Investments LLC584KShares$28.6 Million0.36% of portfolio