Mbe Wealth Management, LLC Ishares Tr Esg Aware Usd Corpo Transaction History
Mbe Wealth Management, LLC
- $212 Million
- Q3 2025
A detailed history of Mbe Wealth Management, LLC transactions in Ishares Tr Esg Aware Usd Corpo stock. As of the latest transaction made, Mbe Wealth Management, LLC holds 18,060 shares of SUSC stock, worth $422,242. This represents 0.2% of its overall portfolio holdings.
Number of Shares
18,060
Previous 22,835
20.91%
Holding current value
$422,242
Previous $530,000
19.81%
% of portfolio
0.2%
Previous 0.25%
Shares
5 transactions
Others Institutions Holding SUSC
# of Institutions
298Shares Held
45.9MCall 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