Bartlett & Co. Wealth Management LLC Ishares Tr Ishares Esg Aware 1 Transaction History
Bartlett & Co. Wealth Management LLC
- $6.97 Trillion
- Q3 2024
A detailed history of Bartlett & Co. Wealth Management LLC transactions in Ishares Tr Ishares Esg Aware 1 stock. As of the latest transaction made, Bartlett & Co. Wealth Management LLC holds 69,311 shares of SUSB stock, worth $1.71 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
69,311
Previous 69,690
0.54%
Holding current value
$1.71 Million
Previous $1.71 Billion
2.18%
% of portfolio
0.03%
Previous 0.03%
Shares
18 transactions
Others Institutions Holding SUSB
# of Institutions
310Shares Held
28MCall Options Held
0Put Options Held
0-
Goldman Sachs Group Inc New York, NY2.72MShares$67.1 Million0.01% of portfolio
-
Envestnet Asset Management Inc1.88MShares$46.5 Million0.02% of portfolio
-
Morgan Stanley New York, NY1.1MShares$27.1 Million0.0% of portfolio
-
Wealthspire Advisors, LLC New York, NY918KShares$22.6 Million0.24% of portfolio
-
Royal Bank Of Canada Toronto, A6728KShares$17.9 Million0.0% of portfolio