Sowell Financial Services LLC Ishares Esg Advanced Msci Usa Transaction History
Sowell Financial Services LLC
- $2.1 Billion
- Q3 2024
A detailed history of Sowell Financial Services LLC transactions in Ishares Esg Advanced Msci Usa stock. As of the latest transaction made, Sowell Financial Services LLC holds 13,657 shares of USXF stock, worth $686,810. This represents 0.03% of its overall portfolio holdings.
Number of Shares
13,657
Previous 14,509
5.87%
Holding current value
$686,810
Previous $675,000
0.74%
% of portfolio
0.03%
Previous 0.03%
Shares
7 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