Ever Source Wealth Advisors, LLC Ishares Tr Ishares Esg Aware 1 Transaction History
Ever Source Wealth Advisors, LLC
- $1.65 Billion
- Q4 2024
A detailed history of Ever Source Wealth Advisors, LLC transactions in Ishares Tr Ishares Esg Aware 1 stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 6,995 shares of SUSB stock, worth $174,665. This represents 0.01% of its overall portfolio holdings.
Number of Shares
6,995
Previous 6,559
6.65%
Holding current value
$174,665
Previous $165,000
4.24%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding SUSB
# of Institutions
338Shares Held
31MCall Options Held
0Put Options Held
0-
Goldman Sachs Group Inc New York, NY3.07MShares$76.6 Million0.01% of portfolio
-
Envestnet Asset Management Inc2.24MShares$56 Million0.02% of portfolio
-
Morgan Stanley New York, NY1.11MShares$27.6 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC874KShares$21.8 Million0.01% of portfolio
-
Royal Bank Of Canada Toronto, A6801KShares$20 Million0.0% of portfolio