Spectrum Planning & Advisory Services Inc. Ishares Esg Advanced Msci Usa Transaction History
Spectrum Planning & Advisory Services Inc.
- $101 Million
- Q3 2024
A detailed history of Spectrum Planning & Advisory Services Inc. transactions in Ishares Esg Advanced Msci Usa stock. As of the latest transaction made, Spectrum Planning & Advisory Services Inc. holds 8,948 shares of USXF stock, worth $441,404. This represents 0.44% of its overall portfolio holdings.
Number of Shares
8,948
Previous 7,606
17.64%
Holding current value
$441,404
Previous $354,000
24.01%
% of portfolio
0.44%
Previous 0.35%
Shares
9 transactions
Others Institutions Holding USXF
# of Institutions
236Shares Held
18.7MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc4.55MShares$225 Million0.07% of portfolio
-
Black Rock Inc. New York, NY2.69MShares$133 Million0.0% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA1.36MShares$67 Million0.24% of portfolio
-
Sig Fig Wealth Management, LLC San Francisco, CA623KShares$30.8 Million1.11% of portfolio
-
Lpl Financial LLC Fort Mill, SC586KShares$28.9 Million0.01% of portfolio