Private Wealth Management Group, LLC Ishares Tr Ishares Esg Aware 1 Transaction History
Private Wealth Management Group, LLC
- $253 Billion
- Q3 2024
A detailed history of Private Wealth Management Group, LLC transactions in Ishares Tr Ishares Esg Aware 1 stock. As of the latest transaction made, Private Wealth Management Group, LLC holds 16,767 shares of SUSB stock, worth $413,306. This represents 0.17% of its overall portfolio holdings.
Number of Shares
16,767
Previous 15,030
11.56%
Holding current value
$413,306
Previous $368 Million
14.61%
% of portfolio
0.17%
Previous 0.16%
Shares
4 transactions
Others Institutions Holding SUSB
# of Institutions
310Shares Held
28MCall Options Held
0Put Options Held
0-
Goldman Sachs Group Inc New York, NY2.72MShares$67.1 Million0.01% of portfolio
-
Envestnet Asset Management Inc1.88MShares$46.5 Million0.02% of portfolio
-
Morgan Stanley New York, NY1.1MShares$27 Million0.0% of portfolio
-
Wealthspire Advisors, LLC New York, NY918KShares$22.6 Million0.24% of portfolio
-
Royal Bank Of Canada Toronto, A6728KShares$17.9 Million0.0% of portfolio