Marshall & Sterling Wealth Advisors Inc. Ishares Tr Esg Aware Usd Corpo Transaction History
Marshall & Sterling Wealth Advisors Inc.
- $156 Billion
- Q3 2025
A detailed history of Marshall & Sterling Wealth Advisors Inc. transactions in Ishares Tr Esg Aware Usd Corpo stock. As of the latest transaction made, Marshall & Sterling Wealth Advisors Inc. holds 2,222 shares of SUSC stock, worth $51,950. This represents 0.03% of its overall portfolio holdings.
Number of Shares
2,222
Previous 2,167
2.54%
Holding current value
$51,950
Previous $50.2 Million
3.99%
% of portfolio
0.03%
Previous 0.03%
Shares
4 transactions
Others Institutions Holding SUSC
# of Institutions
297Shares Held
45.7MCall 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