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
41,724
Holding current value
$4.96 Million
% of portfolio
5.94%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 15, 2026

BUY
$115.02 - $121.67 $4.8 Million - $5.08 Million
41,724 New
41,724 $5.06 Billion

Others Institutions Holding SUSL

About ISHARES TR ESG MSCI USA LEADER


  • Ticker SUSL
  • Sector ETFs
  • Industry ETFs
More about SUSL
Track This Portfolio

Track Xena Financial Planning, LLC Portfolio

Follow Xena Financial Planning, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Xena Financial Planning, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Xena Financial Planning, LLC with notifications on news.