Morton Brown Family Wealth, LLC Ishares Esg Advanced Msci Usa 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 Usa stock. As of the latest transaction made, Morton Brown Family Wealth, LLC holds 216 shares of USXF stock, worth $10,882. This represents 0.0% of its overall portfolio holdings.
Number of Shares
216
Previous 216
-0.0%
Holding current value
$10,882
Previous $10,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
4 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