Keener Financial Planning LLC Ishares Tr Esg Aware Usd Corpo Transaction History
Keener Financial Planning LLC
- $216 Million
- Q3 2025
A detailed history of Keener Financial Planning LLC transactions in Ishares Tr Esg Aware Usd Corpo stock. As of the latest transaction made, Keener Financial Planning LLC holds 10,373 shares of SUSC stock, worth $242,520. This represents 0.11% of its overall portfolio holdings.
Number of Shares
10,373
Previous 8,668
19.67%
Holding current value
$242,520
Previous $201,000
21.39%
% of portfolio
0.11%
Previous 0.1%
Shares
8 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