Occidental Asset Management, LLC Ishares Tr Esg Aware Usd Corpo Transaction History
Occidental Asset Management, LLC
- $818 Million
- Q4 2025
A detailed history of Occidental Asset Management, LLC transactions in Ishares Tr Esg Aware Usd Corpo stock. As of the latest transaction made, Occidental Asset Management, LLC holds 15,594 shares of SUSC stock, worth $364,587. This represents 0.04% of its overall portfolio holdings.
Number of Shares
15,594
Previous 15,575
0.12%
Holding current value
$364,587
Previous $366,000
0.55%
% of portfolio
0.04%
Previous 0.05%
Shares
10 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