United Capital Financial Advisers, LLC Ishares Esg Advanced Msci Eafe Transaction History
United Capital Financial Advisers, LLC
- $11.7 Billion
- Q4 2024
A detailed history of United Capital Financial Advisers, LLC transactions in Ishares Esg Advanced Msci Eafe stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 39,430 shares of DMXF stock, worth $2.73 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
39,430
Previous 35,673
10.53%
Holding current value
$2.73 Million
Previous $2.57 Million
0.86%
% of portfolio
0.02%
Previous 0.01%
Shares
5 transactions
Others Institutions Holding DMXF
# of Institutions
227Shares Held
10.3MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc2.32MShares$160 Million0.05% of portfolio
-
Black Rock Inc. New York, NY920KShares$63.6 Million0.0% of portfolio
-
Ima Wealth, Inc. Wichita, KS780KShares$53.9 Million6.08% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA691KShares$47.8 Million0.16% of portfolio
-
Syntrinsic LLC Denver, CO504KShares$34.8 Million12.07% of portfolio