Stratos Wealth Partners, Ltd. Ishares Tr Esg Msci Usa Leader Transaction History

Stratos Wealth Partners, Ltd.

$6.9 Billion
Q4 2024

A detailed history of Stratos Wealth Partners, Ltd. transactions in Ishares Tr Esg Msci Usa Leader stock. As of the latest transaction made, Stratos Wealth Partners, Ltd. holds 9,121 shares of SUSL stock, worth $931,801. This represents 0.01% of its overall portfolio holdings.

Number of Shares

9,121

Previous 7,757 17.58%

Holding current value

$931,801

Previous $787,000 19.31%

% of portfolio

0.01%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	BUY	$100.38 - $107.86 $136,918 - $147,121	1,364 Added 17.58%	9,121 $939,000
Q3 2024 Oct 17, 2024	SELL	$91.41 - $101.59 $28,976 - $32,204	-317 Reduced 3.93%	7,757 $787,000
Q2 2024 Jul 24, 2024	BUY	$87.95 - $97.99 $4,485 - $4,997	51 Added 0.64%	8,074 $786,000
Q1 2024 Apr 16, 2024	SELL	$82.96 - $93.97 $9,208 - $10,430	-111 Reduced 1.36%	8,023 $752,000
Q4 2023 Jan 24, 2024	SELL	$72.21 - $84.55 $35,166 - $41,175	-487 Reduced 5.65%	8,134 $686,000
Q3 2023 Oct 24, 2023	BUY	$74.91 - $80.11 $84,723 - $90,604	1,131 Added 15.1%	8,621 $650,000
Q2 2023 Jul 18, 2023	BUY	$70.03 - $77.42 $16,387 - $18,116	234 Added 3.22%	7,490 $579,000
Q1 2023 Apr 27, 2023	BUY	$65.64 - $72.48 $476,283 - $525,914	7,256 New	7,256 $517,000

Others Institutions Holding SUSL

# of Institutions

171

Shares Held

8.18M

Call Options Held

Put Options Held

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About ISHARES TR ESG MSCI USA LEADER

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Stratos Wealth Partners, Ltd. Ishares Tr Esg Msci Usa Leader Transaction History