Valmark Advisers, Inc. Ishares Esg Advanced Msci Usa Transaction History
Valmark Advisers, Inc.
- $5.7 Billion
- Q1 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 6,239 shares of USXF stock, worth $293,482. This represents 0.0% of its overall portfolio holdings.
Number of Shares
6,239
Previous 6,239
-0.0%
Holding current value
$293,482
Previous $248,000
13.31%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding USXF
# of Institutions
206Shares Held
17.6MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc4.5MShares$211 Million0.08% of portfolio
-
Black Rock Inc. New York, NY2.68MShares$126 Million0.0% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA1.35MShares$63.6 Million0.24% of portfolio
-
Sig Fig Wealth Management, LLC San Francisco, CA558KShares$26.2 Million0.92% of portfolio
-
Adviser Investments LLC555KShares$26.1 Million0.34% of portfolio