Xena Financial Planning, LLC Ishares Tr Esg Msci Usa Leader Transaction History
Xena Financial Planning, LLC
- $85.2 Billion
- Q4 2025
A detailed history of Xena Financial Planning, LLC transactions in Ishares Tr Esg Msci Usa Leader stock. As of the latest transaction made, Xena Financial Planning, LLC holds 41,724 shares of SUSL stock, worth $4.96 Million. This represents 5.94% of its overall portfolio holdings.
Number of Shares
41,724Holding current value
$4.96 Million% of portfolio
5.94%Shares
1 transactions
Others Institutions Holding SUSL
# of Institutions
194Shares Held
6.5MCall 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
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Jpmorgan Chase & CO New York, NY446KShares$53 Million0.0% of portfolio
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Royal Bank Of Canada Toronto, A6379KShares$45 Million0.01% of portfolio