Spectrum Planning & Advisory Services Inc. Ishares Tr Esg Aware Usd Corpo Transaction History
Spectrum Planning & Advisory Services Inc.
- $104 Million
- Q1 2025
A detailed history of Spectrum Planning & Advisory Services Inc. transactions in Ishares Tr Esg Aware Usd Corpo stock. As of the latest transaction made, Spectrum Planning & Advisory Services Inc. holds 19,362 shares of SUSC stock, worth $436,806. This represents 0.43% of its overall portfolio holdings.
Number of Shares
19,362
Previous 16,979
14.03%
Holding current value
$436,806
Previous $385,000
15.84%
% of portfolio
0.43%
Previous 0.34%
Shares
6 transactions
Others Institutions Holding SUSC
# of Institutions
280Shares Held
40.3MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc7.48MShares$169 Million0.06% of portfolio
-
Jpmorgan Chase & CO New York, NY3.42MShares$77.3 Million0.01% of portfolio
-
Wealthfront Advisers LLC2.38MShares$53.7 Million0.16% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA1.9MShares$42.8 Million0.18% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.74MShares$39.2 Million0.02% of portfolio