Vested Financial Planning, LLC Ishares Tr Esg Msci Usa Leader Transaction History
Vested Financial Planning, LLC
- $123 Billion
- Q3 2025
A detailed history of Vested Financial Planning, LLC transactions in Ishares Tr Esg Msci Usa Leader stock. As of the latest transaction made, Vested Financial Planning, LLC holds 4,019 shares of SUSL stock, worth $477,417. This represents 0.38% of its overall portfolio holdings.
Number of Shares
4,019
Previous 3,940
2.01%
Holding current value
$477,417
Previous $427 Million
10.19%
% of portfolio
0.38%
Previous 0.38%
Shares
3 transactions
Others Institutions Holding SUSL
# of Institutions
193Shares Held
6.45MCall Options Held
0Put Options Held
0-
55 I, LLC Boston, MA893KShares$106 Million1.54% of portfolio
-
Bank Of Italy888KShares$105 Million5.0% of portfolio
-
Mercer Global Advisors Inc Denver, CO792KShares$94.1 Million0.16% of portfolio
-
Jpmorgan Chase & CO New York, NY446KShares$53 Million0.0% of portfolio
-
Royal Bank Of Canada Toronto, A6379KShares$45 Million0.01% of portfolio