Sugarloaf Wealth Management, LLC Ishares Esg Advanced Msci Eafe Transaction History
Sugarloaf Wealth Management, LLC
- $480 Million
- Q4 2024
A detailed history of Sugarloaf Wealth Management, LLC transactions in Ishares Esg Advanced Msci Eafe stock. As of the latest transaction made, Sugarloaf Wealth Management, LLC holds 100 shares of DMXF stock, worth $6,662. This represents 0.0% of its overall portfolio holdings.
Number of Shares
100
Previous 2,259
95.57%
Holding current value
$6,662
Previous $162,000
96.3%
% of portfolio
0.0%
Previous 0.03%
Shares
6 transactions
Others Institutions Holding DMXF
# of Institutions
227Shares Held
9.83MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc2.32MShares$155 Million0.05% of portfolio
-
Black Rock Inc. New York, NY920KShares$61.3 Million0.0% of portfolio
-
Ima Wealth, Inc. Wichita, KS780KShares$52 Million6.08% of portfolio
-
Syntrinsic LLC Denver, CO504KShares$33.6 Million12.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC425KShares$28.3 Million0.01% of portfolio