Aprio Wealth Management, LLC Ishares Tr Msci Usa Esg Select Transaction History
Aprio Wealth Management, LLC
- $514 Million
- Q2 2024
A detailed history of Aprio Wealth Management, LLC transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, Aprio Wealth Management, LLC holds 15,243 shares of SUSA stock, worth $1.82 Million. This represents 0.33% of its overall portfolio holdings.
Number of Shares
15,243
Previous 15,155
0.58%
Holding current value
$1.82 Million
Previous $1.65 Million
3.51%
% of portfolio
0.33%
Previous 0.34%
Shares
8 transactions
Others Institutions Holding SUSA
# of Institutions
490Shares Held
19MCall Options Held
200Put Options Held
0-
Jpmorgan Chase & CO New York, NY1.6MShares$192 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC1.5MShares$180 Million0.02% of portfolio
-
Morgan Stanley New York, NY1.18MShares$141 Million0.01% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA1MShares$120 Million0.08% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN837KShares$100 Million0.03% of portfolio