Pensionmark Financial Group, LLC Ishares Tr Esg Aware Usd Corpo Transaction History
Pensionmark Financial Group, LLC
- $4.67 Billion
- Q3 2025
A detailed history of Pensionmark Financial Group, LLC transactions in Ishares Tr Esg Aware Usd Corpo stock. As of the latest transaction made, Pensionmark Financial Group, LLC holds 49,276 shares of SUSC stock, worth $1.15 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
49,276
Previous 42,815
15.09%
Holding current value
$1.15 Million
Previous $994,000
16.7%
% of portfolio
0.02%
Previous 0.02%
Shares
12 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