Arete Wealth Advisors, LLC Ishares Tr Msci Usa Esg Select Transaction History
Arete Wealth Advisors, LLC
- $1.39 Billion
- Q4 2024
A detailed history of Arete Wealth Advisors, LLC transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, Arete Wealth Advisors, LLC holds 1,804 shares of SUSA stock, worth $207,153. This represents 0.02% of its overall portfolio holdings.
Number of Shares
1,804
Previous 1,966
8.24%
Holding current value
$207,153
Previous $235,000
6.38%
% of portfolio
0.02%
Previous 0.02%
Shares
14 transactions
Others Institutions Holding SUSA
# of Institutions
522Shares Held
19MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY1.61MShares$185 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC1.49MShares$171 Million0.02% of portfolio
-
Morgan Stanley New York, NY1.14MShares$131 Million0.01% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA1MShares$115 Million0.08% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN786KShares$90.2 Million0.03% of portfolio