Institute For Wealth Management, Llc. Ishares Tr Esg Msci Usa Leader Transaction History
Institute For Wealth Management, Llc.
- $788 Million
- Q4 2024
A detailed history of Institute For Wealth Management, Llc. transactions in Ishares Tr Esg Msci Usa Leader stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 2,200 shares of SUSL stock, worth $230,010. This represents 0.03% of its overall portfolio holdings.
Number of Shares
2,200
Previous 2,200
-0.0%
Holding current value
$230,010
Previous $223,000
1.35%
% of portfolio
0.03%
Previous 0.03%
Shares
1 transactions
Others Institutions Holding SUSL
# of Institutions
169Shares Held
8.18MCall Options Held
0Put Options Held
0-
Bank Of Italy1.65MShares$173 Million8.46% of portfolio
-
55 I, LLC Boston, MA893KShares$93.4 Million1.54% of portfolio
-
Mercer Global Advisors Inc Denver, CO826KShares$86.4 Million0.18% of portfolio
-
Envestnet Asset Management Inc773KShares$80.8 Million0.03% of portfolio
-
Jpmorgan Chase & CO New York, NY574KShares$60 Million0.0% of portfolio