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 $300,273. This represents 0.12% of its overall portfolio holdings.
Number of Shares
12,982
Previous 13,035
0.41%
Holding current value
$300,273
Previous $310,000
5.16%
% of portfolio
0.12%
Previous 0.13%
Shares
12 transactions
Others Institutions Holding SUSC
# of Institutions
284Shares Held
38.4MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc7.48MShares$173 Million0.06% of portfolio
-
Jpmorgan Chase & CO New York, NY3.42MShares$79.2 Million0.01% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA2.53MShares$58.6 Million0.21% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.74MShares$40.2 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.69MShares$39.1 Million0.01% of portfolio