Wescott Financial Advisory Group, LLC Ishares Tr Msci Usa Esg Select Transaction History
Wescott Financial Advisory Group, LLC
- $995 Million
- Q3 2025
A detailed history of Wescott Financial Advisory Group, LLC transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, Wescott Financial Advisory Group, LLC holds 14,834 shares of SUSA stock, worth $2.04 Million. This represents 0.2% of its overall portfolio holdings.
Number of Shares
14,834
Previous 13,730
8.04%
Holding current value
$2.04 Million
Previous $1.74 Million
15.63%
% of portfolio
0.2%
Previous 0.19%
Shares
20 transactions
Others Institutions Holding SUSA
# of Institutions
561Shares Held
17.1MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC1.44MShares$198 Million0.01% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA1.06MShares$146 Million0.09% of portfolio
-
Morgan Stanley New York, NY1.04MShares$143 Million0.01% of portfolio
-
Spinnaker Trust589KShares$80.9 Million4.48% of portfolio
-
Royal Bank Of Canada Toronto, A6541KShares$74.2 Million0.01% of portfolio