Concurrent Investment Advisors, LLC Ishares Tr Esg Aware Usd Corpo Transaction History
Concurrent Investment Advisors, LLC
- $5.83 Trillion
- Q3 2025
A detailed history of Concurrent Investment Advisors, LLC transactions in Ishares Tr Esg Aware Usd Corpo stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 14,953 shares of SUSC stock, worth $349,601. This represents 0.01% of its overall portfolio holdings.
Number of Shares
14,953
Previous 12,990
15.11%
Holding current value
$349,601
Previous $302 Million
16.75%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding SUSC
# of Institutions
295Shares Held
45.9MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc9.5MShares$222 Million0.07% of portfolio
-
Jpmorgan Chase & CO New York, NY4.37MShares$102 Million0.01% of portfolio
-
Wealthfront Advisers LLC3.31MShares$77.5 Million0.19% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.89MShares$67.6 Million0.02% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA2.09MShares$48.8 Million0.21% of portfolio