Kestra Private Wealth Services, LLC Ishares Tr Esg Aware Usd Corpo Transaction History
Kestra Private Wealth Services, LLC
- $7.16 Billion
- Q3 2025
A detailed history of Kestra Private Wealth Services, LLC transactions in Ishares Tr Esg Aware Usd Corpo stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 34,262 shares of SUSC stock, worth $801,045. This represents 0.01% of its overall portfolio holdings.
Number of Shares
34,262
Previous 16,825
103.64%
Holding current value
$801,045
Previous $390,000
106.92%
% of portfolio
0.01%
Previous 0.01%
Shares
18 transactions
Others Institutions Holding SUSC
# of Institutions
295Shares Held
45.9MCall 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