Aprio Wealth Management, LLC Ishares Tr Esg Aware Usd Corpo Transaction History
Aprio Wealth Management, LLC
- $577 Million
- Q3 2024
A detailed history of Aprio Wealth Management, LLC transactions in Ishares Tr Esg Aware Usd Corpo stock. As of the latest transaction made, Aprio Wealth Management, LLC holds 34,291 shares of SUSC stock, worth $796,922. This represents 0.14% of its overall portfolio holdings.
Number of Shares
34,291
Previous 34,225
0.19%
Holding current value
$796,922
Previous $777,000
4.89%
% of portfolio
0.14%
Previous 0.15%
Shares
8 transactions
Others Institutions Holding SUSC
# of Institutions
257Shares Held
39.9MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc7.98MShares$185 Million0.06% of portfolio
-
Jpmorgan Chase & CO New York, NY3.16MShares$73.3 Million0.01% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA2.68MShares$62.2 Million0.23% of portfolio
-
Wealthfront Advisers LLC2.39MShares$55.6 Million0.18% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.76MShares$40.8 Million0.01% of portfolio