Verity Wealth Advisors Ishares Esg Advanced Msci Eafe Transaction History
Verity Wealth Advisors
- $135 Million
- Q1 2025
A detailed history of Verity Wealth Advisors transactions in Ishares Esg Advanced Msci Eafe stock. As of the latest transaction made, Verity Wealth Advisors holds 13,266 shares of DMXF stock, worth $971,867. This represents 0.66% of its overall portfolio holdings.
Number of Shares
13,266
Previous 12,840
3.32%
Holding current value
$971,867
Previous $829,000
7.72%
% of portfolio
0.66%
Previous 0.6%
Shares
8 transactions
Others Institutions Holding DMXF
# of Institutions
230Shares Held
8.86MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc1.49MShares$109 Million0.03% of portfolio
-
Black Rock Inc. New York, NY920KShares$67.4 Million0.0% of portfolio
-
Ima Wealth, Inc. Wichita, KS753KShares$55.2 Million6.03% of portfolio
-
Syntrinsic LLC Denver, CO504KShares$36.9 Million12.07% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA337KShares$24.7 Million0.1% of portfolio