Copperleaf Capital, LLC Ishares Tr Esg Aware Usd Corpo Transaction History
Copperleaf Capital, LLC
- $115 Million
- Q3 2024
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 8,909 shares of SUSC stock, worth $202,768. This represents 0.18% of its overall portfolio holdings.
Number of Shares
8,909
Previous 8,909
-0.0%
Holding current value
$202,768
Previous $202,000
4.46%
% of portfolio
0.18%
Previous 0.18%
Shares
1 transactions
Others Institutions Holding SUSC
# of Institutions
263Shares Held
40MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc7.98MShares$182 Million0.06% of portfolio
-
Jpmorgan Chase & CO New York, NY3.16MShares$71.8 Million0.01% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA2.68MShares$60.9 Million0.23% of portfolio
-
Wealthfront Advisers LLC2.39MShares$54.4 Million0.18% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.76MShares$40 Million0.01% of portfolio