Us Financial Advisors, LLC Ishares Tr Esg Aware Usd Corpo Transaction History
Us Financial Advisors, LLC
- $338 Million
- Q1 2025
A detailed history of Us Financial Advisors, LLC transactions in Ishares Tr Esg Aware Usd Corpo stock. As of the latest transaction made, Us Financial Advisors, LLC holds 22,235 shares of SUSC stock, worth $519,854. This represents 0.15% of its overall portfolio holdings.
Number of Shares
22,235
Previous 19,622
13.32%
Holding current value
$519,854
Previous $445,000
15.06%
% of portfolio
0.15%
Previous 0.14%
Shares
7 transactions
Others Institutions Holding SUSC
# of Institutions
299Shares 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