Verity Wealth Advisors Ishares Esg Advanced Msci Eafe Transaction History
Verity Wealth Advisors
- $138 Million
- Q4 2024
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 12,840 shares of DMXF stock, worth $887,629. This represents 0.6% of its overall portfolio holdings.
Number of Shares
12,840
Previous 12,840
-0.0%
Holding current value
$887,629
Previous $924,000
10.28%
% of portfolio
0.6%
Previous 0.65%
Shares
7 transactions
Others Institutions Holding DMXF
# of Institutions
227Shares Held
10.3MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc2.32MShares$160 Million0.05% of portfolio
-
Black Rock Inc. New York, NY920KShares$63.6 Million0.0% of portfolio
-
Ima Wealth, Inc. Wichita, KS780KShares$53.9 Million6.08% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA691KShares$47.8 Million0.16% of portfolio
-
Syntrinsic LLC Denver, CO504KShares$34.8 Million12.07% of portfolio