One Wealth Capital Management, LLC Ishares Tr Esg Aware Usd Corpo Transaction History
One Wealth Capital Management, LLC
- $213 Billion
- Q2 2025
A detailed history of One Wealth Capital Management, LLC transactions in Ishares Tr Esg Aware Usd Corpo stock. As of the latest transaction made, One Wealth Capital Management, LLC holds 35,284 shares of SUSC stock, worth $818,941. This represents 0.38% of its overall portfolio holdings.
Number of Shares
35,284
Previous 28,873
22.2%
Holding current value
$818,941
Previous $666 Million
23.11%
% of portfolio
0.38%
Previous 0.36%
Shares
3 transactions
Others Institutions Holding SUSC
# of Institutions
283Shares Held
41.4MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc8.4MShares$195 Million0.06% of portfolio
-
Jpmorgan Chase & CO New York, NY3.67MShares$85.2 Million0.01% of portfolio
-
Wealthfront Advisers LLC3.04MShares$70.6 Million0.19% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.4MShares$55.6 Million0.02% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA1.91MShares$44.3 Million0.18% of portfolio