Jfs Wealth Advisors, LLC Ishares Esg Advanced Msci Usa Transaction History
Jfs Wealth Advisors, LLC
- $1.49 Billion
- Q3 2024
A detailed history of Jfs Wealth Advisors, LLC transactions in Ishares Esg Advanced Msci Usa stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 3,469 shares of USXF stock, worth $174,456. This represents 0.01% of its overall portfolio holdings.
Number of Shares
3,469
Previous 3,498
0.83%
Holding current value
$174,456
Previous $162,000
4.94%
% of portfolio
0.01%
Previous 0.01%
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