Lifelong Wealth Advisors, Inc. Ishares Tr Esg Aware Usd Corpo Transaction History
Lifelong Wealth Advisors, Inc.
- $377 Billion
- Q4 2025
A detailed history of Lifelong Wealth Advisors, Inc. transactions in Ishares Tr Esg Aware Usd Corpo stock. As of the latest transaction made, Lifelong Wealth Advisors, Inc. holds 37,538 shares of SUSC stock, worth $877,638. This represents 0.23% of its overall portfolio holdings.
Number of Shares
37,538
Previous 22,676
65.54%
Holding current value
$877,638
Previous $534 Million
64.31%
% of portfolio
0.23%
Previous 0.16%
Shares
5 transactions
Others Institutions Holding SUSC
# of Institutions
301Shares Held
46.3MCall 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 LLC3.69MShares$86.2 Million0.2% 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