Verity Wealth Advisors Ishares Tr Ishares Esg Aware 1 Transaction History
Verity Wealth Advisors
- $142 Million
- Q3 2024
A detailed history of Verity Wealth Advisors transactions in Ishares Tr Ishares Esg Aware 1 stock. As of the latest transaction made, Verity Wealth Advisors holds 25,716 shares of SUSB stock, worth $637,756. This represents 0.46% of its overall portfolio holdings.
Number of Shares
25,716
Previous 25,716
-0.0%
Holding current value
$637,756
Previous $629,000
2.86%
% of portfolio
0.46%
Previous 0.47%
Shares
5 transactions
Others Institutions Holding SUSB
# of Institutions
326Shares Held
28.8MCall Options Held
0Put Options Held
0-
Goldman Sachs Group Inc New York, NY2.72MShares$67.5 Million0.01% of portfolio
-
Envestnet Asset Management Inc1.88MShares$46.7 Million0.02% of portfolio
-
Morgan Stanley New York, NY1.1MShares$27.2 Million0.0% of portfolio
-
Royal Bank Of Canada Toronto, A6728KShares$18 Million0.0% of portfolio
-
Pfs Investments Inc. Duluth, GA675KShares$16.7 Million0.26% of portfolio