Klaas Financial Asset Advisors, LLC Ishares Tr Esg Aware Usd Corpo Transaction History
Klaas Financial Asset Advisors, LLC
- $676 Million
- Q4 2025
A detailed history of Klaas Financial Asset Advisors, LLC transactions in Ishares Tr Esg Aware Usd Corpo stock. As of the latest transaction made, Klaas Financial Asset Advisors, LLC holds 149,517 shares of SUSC stock, worth $3.5 Million. This represents 0.52% of its overall portfolio holdings.
Number of Shares
149,517
Previous 156,401
4.4%
Holding current value
$3.5 Million
Previous $3.63 Million
3.8%
% of portfolio
0.52%
Previous 0.58%
Shares
19 transactions
Others Institutions Holding SUSC
# of Institutions
302Shares Held
45.8MCall 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