Wealthsource Partners, LLC Ishares Esg Advanced Msci Eafe Transaction History
Wealthsource Partners, LLC
- $1.52 Billion
- Q4 2023
A detailed history of Wealthsource Partners, LLC transactions in Ishares Esg Advanced Msci Eafe stock. As of the latest transaction made, Wealthsource Partners, LLC holds 15,763 shares of DMXF stock, worth $1.09 Million. This represents 0.07% of its overall portfolio holdings.
Number of Shares
15,763
Previous 16,591
4.99%
Holding current value
$1.09 Million
Previous $947,000
6.23%
% of portfolio
0.07%
Previous 0.07%
Shares
13 transactions
Others Institutions Holding DMXF
# of Institutions
228Shares Held
9.83MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc2.32MShares$161 Million0.05% of portfolio
-
Black Rock Inc. New York, NY920KShares$63.8 Million0.0% of portfolio
-
Ima Wealth, Inc. Wichita, KS780KShares$54.1 Million6.08% of portfolio
-
Syntrinsic LLC Denver, CO504KShares$35 Million12.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC425KShares$29.5 Million0.01% of portfolio