Private Wealth Management Group, LLC Ishares Tr Esg Aware Usd Corpo Transaction History
Private Wealth Management Group, LLC
- $261 Billion
- Q4 2024
A detailed history of Private Wealth Management Group, LLC transactions in Ishares Tr Esg Aware Usd Corpo stock. As of the latest transaction made, Private Wealth Management Group, LLC holds 49,016 shares of SUSC stock, worth $1.12 Million. This represents 0.43% of its overall portfolio holdings.
Number of Shares
49,016
Previous 48,231
1.63%
Holding current value
$1.12 Million
Previous $1.15 Billion
2.94%
% of portfolio
0.43%
Previous 0.45%
Shares
5 transactions
Others Institutions Holding SUSC
# of Institutions
284Shares Held
38.4MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc7.48MShares$172 Million0.06% of portfolio
-
Jpmorgan Chase & CO New York, NY3.42MShares$78.5 Million0.01% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA2.53MShares$58 Million0.21% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.74MShares$39.9 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.69MShares$38.8 Million0.01% of portfolio