U.S. Capital Wealth Advisors, LLC Ishares Tr Esg Aware Usd Corpo Transaction History
U.S. Capital Wealth Advisors, LLC
- $3.44 Billion
- Q3 2025
A detailed history of U.S. Capital Wealth Advisors, LLC transactions in Ishares Tr Esg Aware Usd Corpo stock. As of the latest transaction made, U.S. Capital Wealth Advisors, LLC holds 18,691 shares of SUSC stock, worth $436,995. This represents 0.01% of its overall portfolio holdings.
Number of Shares
18,691
Previous 15,877
17.72%
Holding current value
$436,995
Previous $368,000
19.57%
% of portfolio
0.01%
Previous 0.01%
Shares
8 transactions
Others Institutions Holding SUSC
# of Institutions
296Shares Held
45.7MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc9.5MShares$222 Million0.07% of portfolio
-
Jpmorgan Chase & CO New York, NY4.37MShares$102 Million0.01% of portfolio
-
Wealthfront Advisers LLC3.31MShares$77.5 Million0.19% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.89MShares$67.6 Million0.02% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA2.09MShares$48.8 Million0.21% of portfolio