Wade Financial Advisory, Inc Ishares Esg Advanced Msci Eafe Transaction History
Wade Financial Advisory, Inc
- $295 Million
- Q4 2024
A detailed history of Wade Financial Advisory, Inc transactions in Ishares Esg Advanced Msci Eafe stock. As of the latest transaction made, Wade Financial Advisory, Inc holds 20,425 shares of DMXF stock, worth $1.41 Million. This represents 0.45% of its overall portfolio holdings.
Number of Shares
20,425
Previous 20,950
2.51%
Holding current value
$1.41 Million
Previous $1.51 Million
12.59%
% of portfolio
0.45%
Previous 0.51%
Shares
9 transactions
Others Institutions Holding DMXF
# of Institutions
228Shares 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