Atlantic Private Wealth, LLC Ishares Esg Advanced Msci Eafe Transaction History
Atlantic Private Wealth, LLC
- $131 Million
- Q4 2024
A detailed history of Atlantic Private Wealth, LLC transactions in Ishares Esg Advanced Msci Eafe stock. As of the latest transaction made, Atlantic Private Wealth, LLC holds 41,963 shares of DMXF stock, worth $2.87 Million. This represents 2.07% of its overall portfolio holdings.
Number of Shares
41,963
Previous 41,960
0.01%
Holding current value
$2.87 Million
Previous $3.02 Million
10.29%
% of portfolio
2.07%
Previous 2.31%
Shares
10 transactions
Others Institutions Holding DMXF
# of Institutions
220Shares Held
9.17MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc2.1MShares$143 Million0.05% of portfolio
-
Black Rock Inc. New York, NY920KShares$62.9 Million0.0% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA691KShares$47.3 Million0.16% of portfolio
-
Syntrinsic LLC Denver, CO504KShares$34.5 Million12.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC425KShares$29.1 Million0.01% of portfolio