Kestra Private Wealth Services, LLC Ishares Esg Advanced Msci Usa Transaction History
Kestra Private Wealth Services, LLC
- $5.67 Billion
- Q4 2024
A detailed history of Kestra Private Wealth Services, LLC transactions in Ishares Esg Advanced Msci Usa stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 9,154 shares of USXF stock, worth $461,178. This represents 0.01% of its overall portfolio holdings.
Number of Shares
9,154
Previous 8,331
9.88%
Holding current value
$461,178
Previous $408,000
11.52%
% of portfolio
0.01%
Previous 0.01%
Shares
5 transactions
Others Institutions Holding USXF
# of Institutions
245Shares Held
19MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc4.55MShares$229 Million0.07% of portfolio
-
Black Rock Inc. New York, NY2.69MShares$136 Million0.0% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA1.36MShares$68.5 Million0.24% of portfolio
-
Sig Fig Wealth Management, LLC San Francisco, CA623KShares$31.4 Million1.11% of portfolio
-
Lpl Financial LLC Fort Mill, SC586KShares$29.5 Million0.01% of portfolio