Milestone Investment Advisors LLC Ishares Esg Advanced Msci Eafe Transaction History
Milestone Investment Advisors LLC
- $360 Million
- Q4 2024
A detailed history of Milestone Investment Advisors LLC transactions in Ishares Esg Advanced Msci Eafe stock. As of the latest transaction made, Milestone Investment Advisors LLC holds 2,351 shares of DMXF stock, worth $163,112. This represents 0.04% of its overall portfolio holdings.
Number of Shares
2,351
Previous 2,363
0.51%
Holding current value
$163,112
Previous $170,000
11.18%
% of portfolio
0.04%
Previous 0.05%
Shares
6 transactions
Others Institutions Holding DMXF
# of Institutions
227Shares Held
10.3MCall 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
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA691KShares$47.9 Million0.16% of portfolio
-
Syntrinsic LLC Denver, CO504KShares$35 Million12.07% of portfolio