Warner Financial, Inc Ishares Esg Advanced Msci Eafe Transaction History
Warner Financial, Inc
- $233 Million
- Q4 2024
A detailed history of Warner Financial, Inc transactions in Ishares Esg Advanced Msci Eafe stock. As of the latest transaction made, Warner Financial, Inc holds 9,922 shares of DMXF stock, worth $671,124. This represents 0.28% of its overall portfolio holdings.
Number of Shares
9,922
Previous 7,383
34.39%
Holding current value
$671,124
Previous $532,000
20.49%
% of portfolio
0.28%
Previous 0.24%
Shares
3 transactions
Others Institutions Holding DMXF
# of Institutions
231Shares Held
10.3MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc2.32MShares$157 Million0.05% of portfolio
-
Black Rock Inc. New York, NY920KShares$62.2 Million0.0% of portfolio
-
Ima Wealth, Inc. Wichita, KS780KShares$52.8 Million6.08% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA691KShares$46.7 Million0.16% of portfolio
-
Syntrinsic LLC Denver, CO504KShares$34.1 Million12.07% of portfolio