Avidian Wealth Solutions, LLC Ishares Tr Ishares Esg Aware 1 Transaction History
Avidian Wealth Solutions, LLC
- $2.13 Billion
- Q3 2024
A detailed history of Avidian Wealth Solutions, LLC transactions in Ishares Tr Ishares Esg Aware 1 stock. As of the latest transaction made, Avidian Wealth Solutions, LLC holds 13,345 shares of SUSB stock, worth $329,221. This represents 0.02% of its overall portfolio holdings.
Number of Shares
13,345
Previous 13,214
0.99%
Holding current value
$329,221
Previous $323,000
3.72%
% of portfolio
0.02%
Previous 0.01%
Shares
5 transactions
Others Institutions Holding SUSB
# of Institutions
310Shares Held
28MCall Options Held
0Put Options Held
0-
Goldman Sachs Group Inc New York, NY2.72MShares$67.2 Million0.01% of portfolio
-
Envestnet Asset Management Inc1.88MShares$46.5 Million0.02% of portfolio
-
Morgan Stanley New York, NY1.1MShares$27.1 Million0.0% of portfolio
-
Wealthspire Advisors, LLC New York, NY918KShares$22.6 Million0.24% of portfolio
-
Royal Bank Of Canada Toronto, A6728KShares$18 Million0.0% of portfolio