Ever Source Wealth Advisors, LLC Ishares Tr Esg Aware Usd Corpo Transaction History
Ever Source Wealth Advisors, LLC
- $1.48 Billion
- Q3 2024
A detailed history of Ever Source Wealth Advisors, LLC transactions in Ishares Tr Esg Aware Usd Corpo stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 32,719 shares of SUSC stock, worth $744,684. This represents 0.05% of its overall portfolio holdings.
Number of Shares
32,719
Previous 32,528
0.59%
Holding current value
$744,684
Previous $739,000
5.28%
% of portfolio
0.05%
Previous 0.05%
Shares
2 transactions
Others Institutions Holding SUSC
# of Institutions
257Shares Held
39.9MCall 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