Sax Wealth Advisors, LLC Ishares Tr Esg Aware Usd Corpo Transaction History
Sax Wealth Advisors, LLC
- $1.26 Billion
- Q4 2024
A detailed history of Sax Wealth Advisors, LLC transactions in Ishares Tr Esg Aware Usd Corpo stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 9,435 shares of SUSC stock, worth $216,910. This represents 0.02% of its overall portfolio holdings.
Number of Shares
9,435Holding current value
$216,910% of portfolio
0.02%Shares
1 transactions
Others Institutions Holding SUSC
# of Institutions
283Shares Held
38.4MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc7.48MShares$172 Million0.06% of portfolio
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Jpmorgan Chase & CO New York, NY3.42MShares$78.7 Million0.01% of portfolio
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Envestnet Portfolio Solutions, Inc. Berwyn, PA2.53MShares$58.2 Million0.21% of portfolio
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Lpl Financial LLC Fort Mill, SC1.74MShares$40 Million0.02% of portfolio
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Ameriprise Financial Inc Minneapolis, MN1.69MShares$38.9 Million0.01% of portfolio