Market Street Wealth Management Advisors LLC Ishares Tr Esg Aware Usd Corpo Transaction History

Market Street Wealth Management Advisors LLC

$552 Million
Q3 2024

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Oct 21, 2022	BUY	$21.64 - $23.92 $239,251 - $264,459	11,056 New	11,056 $241,000

Others Institutions Holding SUSC

# of Institutions

257

Shares Held

39.9M

Call Options Held

Put Options Held

Envestnet Asset Management Inc

7.98M
Shares

$182 Million
0.06% of portfolio
Jpmorgan Chase & CO New York, NY

3.16M
Shares

$71.8 Million
0.01% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

2.68M
Shares

$60.9 Million
0.23% of portfolio
Wealthfront Advisers LLC

2.39M
Shares

$54.4 Million
0.18% of portfolio
Ameriprise Financial Inc Minneapolis, MN

1.76M
Shares

$40 Million
0.01% of portfolio

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