Wcg Wealth Advisors LLC Ishares Tr Esg Aware Usd Corpo Transaction History
Wcg Wealth Advisors LLC
- $1.42 Billion
- Q4 2024
A detailed history of Wcg Wealth Advisors LLC transactions in Ishares Tr Esg Aware Usd Corpo stock. As of the latest transaction made, Wcg Wealth Advisors LLC holds 13,318 shares of SUSC stock, worth $302,318. This represents 0.02% of its overall portfolio holdings.
Number of Shares
13,318
Previous 13,899
4.18%
Holding current value
$302,318
Previous $331,000
8.76%
% of portfolio
0.02%
Previous 0.02%
Shares
7 transactions
Others Institutions Holding SUSC
# of Institutions
281Shares Held
40.3MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc7.48MShares$170 Million0.06% of portfolio
-
Jpmorgan Chase & CO New York, NY3.42MShares$77.7 Million0.01% of portfolio
-
Wealthfront Advisers LLC2.38MShares$54.1 Million0.16% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA1.9MShares$43.1 Million0.18% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.74MShares$39.5 Million0.02% of portfolio