Hart & Patterson Financial Group LLC Ishares Esg Advanced Msci Usa Transaction History
Hart & Patterson Financial Group LLC
- $211 Billion
- Q3 2024
A detailed history of Hart & Patterson Financial Group LLC transactions in Ishares Esg Advanced Msci Usa stock. As of the latest transaction made, Hart & Patterson Financial Group LLC holds 23,595 shares of USXF stock, worth $1.19 Million. This represents 0.55% of its overall portfolio holdings.
Number of Shares
23,595
Previous 23,879
1.19%
Holding current value
$1.19 Million
Previous $1.11 Billion
4.11%
% of portfolio
0.55%
Previous 0.55%
Shares
4 transactions
Others Institutions Holding USXF
# of Institutions
224Shares Held
18.6MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc4.53MShares$228 Million0.07% of portfolio
-
Black Rock Inc. New York, NY2.69MShares$135 Million0.0% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA1.36MShares$68.3 Million0.24% of portfolio
-
Sig Fig Wealth Management, LLC San Francisco, CA605KShares$30.4 Million1.06% of portfolio
-
Adviser Investments LLC584KShares$29.3 Million0.36% of portfolio