Level Financial Advisors, Inc. Ishares Tr Esg Aware Usd Corpo Transaction History
Level Financial Advisors, Inc.
- $252 Million
- Q4 2024
A detailed history of Level Financial Advisors, Inc. transactions in Ishares Tr Esg Aware Usd Corpo stock. As of the latest transaction made, Level Financial Advisors, Inc. holds 12,982 shares of SUSC stock, worth $298,845. This represents 0.12% of its overall portfolio holdings.
Number of Shares
12,982
Previous 13,035
0.41%
Holding current value
$298,845
Previous $310,000
5.16%
% of portfolio
0.12%
Previous 0.13%
Shares
12 transactions
Others Institutions Holding SUSC
# of Institutions
284Shares Held
40.8MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc7.48MShares$172 Million0.06% of portfolio
-
Jpmorgan Chase & CO New York, NY3.42MShares$78.8 Million0.01% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA2.53MShares$58.3 Million0.21% of portfolio
-
Wealthfront Advisers LLC2.38MShares$54.8 Million0.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.74MShares$40 Million0.02% of portfolio