Occidental Asset Management, LLC Ishares Tr Esg Aware Usd Corpo Transaction History
Occidental Asset Management, LLC
- $637 Million
- Q4 2024
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 15,336 shares of SUSC stock, worth $349,047. This represents 0.05% of its overall portfolio holdings.
Number of Shares
15,336
Previous 11,409
34.42%
Holding current value
$349,047
Previous $271,000
28.41%
% of portfolio
0.05%
Previous 0.04%
Shares
6 transactions
Others Institutions Holding SUSC
# of Institutions
263Shares Held
40MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc7.98MShares$182 Million0.06% of portfolio
-
Jpmorgan Chase & CO New York, NY3.16MShares$71.8 Million0.01% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA2.68MShares$60.9 Million0.23% of portfolio
-
Wealthfront Advisers LLC2.39MShares$54.4 Million0.18% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.76MShares$40 Million0.01% of portfolio