Sax Wealth Advisors, LLC Ishares Esg Advanced Msci Usa Transaction History
Sax Wealth Advisors, LLC
- $2.07 Billion
- Q4 2025
A detailed history of Sax Wealth Advisors, LLC transactions in Ishares Esg Advanced Msci Usa stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 3,888 shares of USXF stock, worth $221,499. This represents 0.01% of its overall portfolio holdings.
Number of Shares
3,888
Previous 3,750
3.68%
Holding current value
$221,499
Previous $214,000
3.27%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding USXF
# of Institutions
284Shares Held
16.7MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc2.7MShares$154 Million0.05% of portfolio
-
Black Rock Inc. New York, NY2.69MShares$153 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC882KShares$50.3 Million0.02% of portfolio
-
Sei Investments CO Oaks, PA776KShares$44.2 Million0.05% of portfolio
-
Sig Fig Wealth Management, LLC San Francisco, CA670KShares$38.2 Million1.18% of portfolio