Wade Financial Advisory, Inc Ishares Esg Advanced Msci Eafe Transaction History
Wade Financial Advisory, Inc
- $278 Million
- Q2 2024
A detailed history of Wade Financial Advisory, Inc transactions in Ishares Esg Advanced Msci Eafe stock. As of the latest transaction made, Wade Financial Advisory, Inc holds 17,211 shares of DMXF stock, worth $1.2 Million. This represents 0.42% of its overall portfolio holdings.
Number of Shares
17,211
Previous 17,342
0.76%
Holding current value
$1.2 Million
Previous $1.18 Million
1.78%
% of portfolio
0.42%
Previous 0.43%
Shares
7 transactions
Others Institutions Holding DMXF
# of Institutions
188Shares Held
7.72MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc1.67MShares$117 Million0.04% of portfolio
-
Black Rock Inc. New York, NY920KShares$64.2 Million0.0% of portfolio
-
Syntrinsic LLC Denver, CO630KShares$44 Million14.11% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA497KShares$34.7 Million0.13% of portfolio
-
Jpmorgan Chase & CO New York, NY190KShares$13.3 Million0.0% of portfolio