Copperleaf Capital, LLC Ishares Esg Advanced Msci Eafe Transaction History
Copperleaf Capital, LLC
- $123 Million
- Q4 2024
A detailed history of Copperleaf Capital, LLC transactions in Ishares Esg Advanced Msci Eafe stock. As of the latest transaction made, Copperleaf Capital, LLC holds 6,004 shares of DMXF stock, worth $415,056. This represents 0.32% of its overall portfolio holdings.
Number of Shares
6,004
Previous 4,700
27.74%
Holding current value
$415,056
Previous $338,000
14.5%
% of portfolio
0.32%
Previous 0.29%
Shares
5 transactions
Others Institutions Holding DMXF
# of Institutions
227Shares Held
10.3MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc2.32MShares$160 Million0.05% of portfolio
-
Black Rock Inc. New York, NY920KShares$63.6 Million0.0% of portfolio
-
Ima Wealth, Inc. Wichita, KS780KShares$53.9 Million6.08% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA691KShares$47.8 Million0.16% of portfolio
-
Syntrinsic LLC Denver, CO504KShares$34.8 Million12.07% of portfolio