West Wealth Group, LLC Ishares Esg Advanced Msci Eafe Transaction History
West Wealth Group, LLC
- $332 Million
- Q4 2024
A detailed history of West Wealth Group, LLC transactions in Ishares Esg Advanced Msci Eafe stock. As of the latest transaction made, West Wealth Group, LLC holds 5,699 shares of DMXF stock, worth $385,480. This represents 0.11% of its overall portfolio holdings.
Number of Shares
5,699
Previous 4,744
20.13%
Holding current value
$385,480
Previous $341,000
7.92%
% of portfolio
0.11%
Previous 0.11%
Shares
11 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