Highland Financial Advisors, LLC Ishares Esg Advanced Msci Usa Transaction History
Highland Financial Advisors, LLC
- $281 Million
- Q3 2024
A detailed history of Highland Financial Advisors, LLC transactions in Ishares Esg Advanced Msci Usa stock. As of the latest transaction made, Highland Financial Advisors, LLC holds 9,828 shares of USXF stock, worth $494,250. This represents 0.17% of its overall portfolio holdings.
Number of Shares
9,828
Previous 9,828
-0.0%
Holding current value
$494,250
Previous $458,000
5.24%
% of portfolio
0.17%
Previous 0.17%
Shares
1 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