A detailed history of Avidian Wealth Solutions, LLC transactions in Ishares Tr Ishares Esg Aware 1 stock. As of the latest transaction made, Avidian Wealth Solutions, LLC holds 13,345 shares of SUSB stock, worth $330,555. This represents 0.02% of its overall portfolio holdings.

Number of Shares
13,345
Previous 13,214 0.99%
Holding current value
$330,555
Previous $323,000 3.72%
% of portfolio
0.02%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 30, 2024

BUY
$24.38 - $25.2 $3,193 - $3,301
131 Added 0.99%
13,345 $335,000
Q2 2024

Aug 06, 2024

BUY
$24.19 - $24.51 $2,878 - $2,916
119 Added 0.91%
13,214 $323,000
Q1 2024

May 03, 2024

BUY
$24.32 - $24.57 $1,751 - $1,769
72 Added 0.55%
13,095 $320,000
Q4 2023

Feb 06, 2024

BUY
$23.56 - $24.48 $3,204 - $3,329
136 Added 1.06%
13,023 $318,000
Q3 2023

Oct 13, 2023

BUY
$23.72 - $24.02 $305,679 - $309,545
12,887 New
12,887 $306,000

Others Institutions Holding SUSB

About ISHARES TR ISHARES ESG AWARE 1


  • Ticker SUSB
  • Sector ETFs
  • Industry ETFs
More about SUSB
Track This Portfolio

Track Avidian Wealth Solutions, LLC Portfolio

Follow Avidian Wealth Solutions, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Avidian Wealth Solutions, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Avidian Wealth Solutions, LLC with notifications on news.