One Wealth Advisors, LLC Ishares Tr Esg Aware Usd Corpo Transaction History
One Wealth Advisors, LLC
- $730 Million
- Q3 2025
A detailed history of One Wealth Advisors, LLC transactions in Ishares Tr Esg Aware Usd Corpo stock. As of the latest transaction made, One Wealth Advisors, LLC holds 322,880 shares of SUSC stock, worth $7.55 Million. This represents 1.04% of its overall portfolio holdings.
Number of Shares
322,880
Previous 303,743
6.3%
Holding current value
$7.55 Million
Previous $7.06 Million
7.82%
% of portfolio
1.04%
Previous 1.05%
Shares
16 transactions
Others Institutions Holding SUSC
# of Institutions
295Shares Held
45.8MCall 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