Ae Wealth Management LLC Ishares Tr Esg Aware Usd Corpo Transaction History
Ae Wealth Management LLC
- $11.7 Billion
- Q2 2025
A detailed history of Ae Wealth Management LLC transactions in Ishares Tr Esg Aware Usd Corpo stock. As of the latest transaction made, Ae Wealth Management LLC holds 11,288 shares of SUSC stock, worth $267,412. This represents 0.0% of its overall portfolio holdings.
Number of Shares
11,288
Previous 9,265
21.83%
Holding current value
$267,412
Previous $213,000
23.0%
% of portfolio
0.0%
Previous 0.0%
Shares
14 transactions
Others Institutions Holding SUSC
# of Institutions
282Shares Held
41.9MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc8.4MShares$199 Million0.06% of portfolio
-
Jpmorgan Chase & CO New York, NY3.67MShares$86.9 Million0.01% of portfolio
-
Wealthfront Advisers LLC3.04MShares$72 Million0.19% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.4MShares$56.8 Million0.02% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA1.91MShares$45.2 Million0.18% of portfolio