Curtis Advisory Group, LLC Ishares Esg Advanced Msci Usa Transaction History
Curtis Advisory Group, LLC
- $358 Million
- Q4 2024
A detailed history of Curtis Advisory Group, LLC transactions in Ishares Esg Advanced Msci Usa stock. As of the latest transaction made, Curtis Advisory Group, LLC holds 6,900 shares of USXF stock, worth $327,267. This represents 0.1% of its overall portfolio holdings.
Number of Shares
6,900
Previous 6,900
-0.0%
Holding current value
$327,267
Previous $338,000
1.48%
% of portfolio
0.1%
Previous 0.1%
Shares
1 transactions
Others Institutions Holding USXF
# of Institutions
258Shares Held
20.8MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc5.08MShares$241 Million0.08% of portfolio
-
Black Rock Inc. New York, NY2.69MShares$128 Million0.0% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA1.51MShares$71.5 Million0.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.05MShares$49.7 Million0.02% of portfolio
-
Sig Fig Wealth Management, LLC San Francisco, CA649KShares$30.8 Million1.17% of portfolio