Aprio Wealth Management, LLC Ishares Tr Esg Aware Usd Corpo Transaction History
Aprio Wealth Management, LLC
- $902 Million
- Q3 2025
A detailed history of Aprio Wealth Management, LLC transactions in Ishares Tr Esg Aware Usd Corpo stock. As of the latest transaction made, Aprio Wealth Management, LLC holds 29,049 shares of SUSC stock, worth $679,165. This represents 0.08% of its overall portfolio holdings.
Number of Shares
29,049
Previous 28,720
1.15%
Holding current value
$679,165
Previous $667,000
2.55%
% of portfolio
0.08%
Previous 0.08%
Shares
12 transactions
Others Institutions Holding SUSC
# of Institutions
297Shares Held
45.7MCall 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