Morton Brown Family Wealth, LLC Ishares Esg Advanced Msci Eafe Transaction History
Morton Brown Family Wealth, LLC
- $287 Million
- Q4 2024
A detailed history of Morton Brown Family Wealth, LLC transactions in Ishares Esg Advanced Msci Eafe stock. As of the latest transaction made, Morton Brown Family Wealth, LLC holds 60 shares of DMXF stock, worth $4,147. This represents 0.0% of its overall portfolio holdings.
Number of Shares
60
Previous 60
-0.0%
Holding current value
$4,147
Previous $4,000
25.0%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding DMXF
# of Institutions
227Shares Held
10.3MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc2.32MShares$160 Million0.05% of portfolio
-
Black Rock Inc. New York, NY920KShares$63.6 Million0.0% of portfolio
-
Ima Wealth, Inc. Wichita, KS780KShares$53.9 Million6.08% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA691KShares$47.8 Million0.16% of portfolio
-
Syntrinsic LLC Denver, CO504KShares$34.8 Million12.07% of portfolio