Verity Wealth Advisors Ishares Esg Advanced Msci Usa Transaction History
Verity Wealth Advisors
- $142 Million
- Q3 2024
A detailed history of Verity Wealth Advisors transactions in Ishares Esg Advanced Msci Usa stock. As of the latest transaction made, Verity Wealth Advisors holds 26,031 shares of USXF stock, worth $1.32 Million. This represents 0.9% of its overall portfolio holdings.
Number of Shares
26,031
Previous 26,031
-0.0%
Holding current value
$1.32 Million
Previous $1.21 Million
5.36%
% of portfolio
0.9%
Previous 0.91%
Shares
6 transactions
Others Institutions Holding USXF
# of Institutions
234Shares Held
18.6MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc4.55MShares$230 Million0.07% of portfolio
-
Black Rock Inc. New York, NY2.69MShares$136 Million0.0% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA1.36MShares$68.8 Million0.24% of portfolio
-
Sig Fig Wealth Management, LLC San Francisco, CA623KShares$31.5 Million1.11% of portfolio
-
Lpl Financial LLC Fort Mill, SC586KShares$29.7 Million0.01% of portfolio