U.S. Capital Wealth Advisors, LLC Ishares Esg Advanced Msci Usa Transaction History

U.S. Capital Wealth Advisors, LLC

  • $3.03 Billion
  • Q4 2024

A detailed history of U.S. Capital Wealth Advisors, LLC transactions in Ishares Esg Advanced Msci Usa stock. As of the latest transaction made, U.S. Capital Wealth Advisors, LLC holds 7,562 shares of USXF stock, worth $395,795. This represents 0.01% of its overall portfolio holdings.

Number of Shares
7,562
Previous 6,956 8.71%
Holding current value
$395,795
Previous $341,000 9.97%
% of portfolio
0.01%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 24, 2025
BUY
$48.45 - $52.57 $29,360 - $31,857
606 Added 8.71%
7,562 $375,000
Q3 2024

Oct 22, 2024
BUY
$43.59 - $49.35 $23,887 - $27,043
548 Added 8.55%
6,956 $341,000
Q2 2024

Jul 11, 2024
BUY
$41.56 - $47.79 $63,171 - $72,640
1,520 Added 31.1%
6,408 $298,000
Q1 2024

May 10, 2024
SELL
$38.81 - $45.23 $9,624 - $11,217
-248 Reduced 4.83%
4,888 $220,000
Q4 2023

Feb 06, 2024
BUY
$33.24 - $39.9 $170,720 - $204,926
5,136 New
5,136 $204,000

Others Institutions Holding USXF

# of Institutions
240
Shares Held
18.8M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES ESG ADVANCED MSCI USA

USXF Quotes by TradingView
  • Ticker USXF
  • Sector Technology
More about USXF
Track This Portfolio

Track U.S. Capital Wealth Advisors, LLC Portfolio

Follow U.S. Capital Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of U.S. Capital Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on U.S. Capital Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email