Pensionmark Financial Group, LLC Ishares Esg Advanced Msci Usa Transaction History
Pensionmark Financial Group, LLC
- $1.54 Billion
- Q2 2024
A detailed history of Pensionmark Financial Group, LLC transactions in Ishares Esg Advanced Msci Usa stock. As of the latest transaction made, Pensionmark Financial Group, LLC holds 18,976 shares of USXF stock, worth $954,303. This represents 0.06% of its overall portfolio holdings.
Number of Shares
18,976
Previous 18,568
2.2%
Holding current value
$954,303
Previous $838,000
5.37%
% of portfolio
0.06%
Previous 0.14%
Shares
12 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