Cfs Investment Advisory Services, LLC Ishares Tr Esg Aware Usd Corpo Transaction History
Cfs Investment Advisory Services, LLC
- $1.23 Billion
- Q3 2025
A detailed history of Cfs Investment Advisory Services, LLC transactions in Ishares Tr Esg Aware Usd Corpo stock. As of the latest transaction made, Cfs Investment Advisory Services, LLC holds 10,888 shares of SUSC stock, worth $254,561. This represents 0.02% of its overall portfolio holdings.
Number of Shares
10,888
Previous 10,076
8.06%
Holding current value
$254,561
Previous $234,000
9.4%
% of portfolio
0.02%
Previous 0.02%
Shares
5 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