Valmark Advisers, Inc. Ishares Esg Advanced Msci Usa Transaction History
Valmark Advisers, Inc.
- $6.34 Billion
- Q3 2024
A detailed history of Valmark Advisers, Inc. transactions in Ishares Esg Advanced Msci Usa stock. As of the latest transaction made, Valmark Advisers, Inc. holds 7,101 shares of USXF stock, worth $369,820. This represents 0.01% of its overall portfolio holdings.
Number of Shares
7,101
Previous 7,990
11.13%
Holding current value
$369,820
Previous $372,000
6.45%
% of portfolio
0.01%
Previous 0.01%
Shares
3 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