Axis Wealth Partners, LLC Ishares Tr Msci Usa Esg Select Transaction History
Axis Wealth Partners, LLC
- $171 Billion
- Q3 2025
A detailed history of Axis Wealth Partners, LLC transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, Axis Wealth Partners, LLC holds 2,117 shares of SUSA stock, worth $287,149. This represents 0.17% of its overall portfolio holdings.
Number of Shares
2,117
Previous 2,172
2.53%
Holding current value
$287,149
Previous $275 Million
4.3%
% of portfolio
0.17%
Previous 0.18%
Shares
4 transactions
Others Institutions Holding SUSA
# of Institutions
552Shares Held
18.4MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY1.5MShares$203 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.46MShares$199 Million0.01% of portfolio
-
Morgan Stanley New York, NY1.05MShares$142 Million0.01% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA1.04MShares$141 Million0.09% of portfolio
-
Spinnaker Trust595KShares$80.7 Million4.59% of portfolio