Copperleaf Capital, LLC Ishares Tr Esg Aware Usd Corpo Transaction History
Copperleaf Capital, LLC
- $137 Million
- Q3 2025
A detailed history of Copperleaf Capital, LLC transactions in Ishares Tr Esg Aware Usd Corpo stock. As of the latest transaction made, Copperleaf Capital, LLC holds 10,366 shares of SUSC stock, worth $242,357. This represents 0.18% of its overall portfolio holdings.
Number of Shares
10,366
Previous 8,743
18.56%
Holding current value
$242,357
Previous $203,000
20.2%
% of portfolio
0.18%
Previous 0.15%
Shares
4 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