Sound View Wealth Advisors Group, LLC Ishares Tr Msci Usa Esg Select Transaction History
Sound View Wealth Advisors Group, LLC
- $1.23 Billion
- Q4 2024
A detailed history of Sound View Wealth Advisors Group, LLC transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, Sound View Wealth Advisors Group, LLC holds 3,884 shares of SUSA stock, worth $423,084. This represents 0.04% of its overall portfolio holdings.
Number of Shares
3,884
Previous 3,488
11.35%
Holding current value
$423,084
Previous $419,000
12.65%
% of portfolio
0.04%
Previous 0.03%
Shares
16 transactions
Others Institutions Holding SUSA
# of Institutions
523Shares Held
19.1MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY1.61MShares$176 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC1.49MShares$162 Million0.02% of portfolio
-
Morgan Stanley New York, NY1.14MShares$125 Million0.01% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA1MShares$109 Million0.08% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN786KShares$85.6 Million0.03% of portfolio