Charter Oak Capital Management, LLC Ishares Tr Esg Aware Usd Corpo Transaction History
Charter Oak Capital Management, LLC
- $1.09 Billion
- Q1 2025
A detailed history of Charter Oak Capital Management, LLC transactions in Ishares Tr Esg Aware Usd Corpo stock. As of the latest transaction made, Charter Oak Capital Management, LLC holds 76,658 shares of SUSC stock, worth $1.74 Million. This represents 0.16% of its overall portfolio holdings.
Number of Shares
76,658
Previous 75,417
1.65%
Holding current value
$1.74 Million
Previous $1.71 Million
2.98%
% of portfolio
0.16%
Previous 0.16%
Shares
17 transactions
Others Institutions Holding SUSC
# of Institutions
282Shares Held
40.9MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc7.48MShares$170 Million0.06% of portfolio
-
Jpmorgan Chase & CO New York, NY3.42MShares$77.7 Million0.01% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA2.53MShares$57.5 Million0.21% of portfolio
-
Wealthfront Advisers LLC2.38MShares$54.1 Million0.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.74MShares$39.5 Million0.02% of portfolio