Valmark Advisers, Inc. Ishares Esg Advanced Msci Usa Transaction History
Valmark Advisers, Inc.
- $6.38 Billion
- Q4 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 7,644 shares of USXF stock, worth $346,655. This represents 0.01% of its overall portfolio holdings.
Number of Shares
7,644
Previous 7,101
7.65%
Holding current value
$346,655
Previous $348,000
9.2%
% of portfolio
0.01%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding USXF
# of Institutions
262Shares Held
20.9MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc5.08MShares$230 Million0.08% of portfolio
-
Black Rock Inc. New York, NY2.69MShares$122 Million0.0% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA1.51MShares$68.4 Million0.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.05MShares$47.5 Million0.02% of portfolio
-
Sig Fig Wealth Management, LLC San Francisco, CA669KShares$30.3 Million1.12% of portfolio