Cfs Investment Advisory Services, LLC Ishares Tr Esg Aware Usd Corpo Transaction History
Cfs Investment Advisory Services, LLC
- $1.22 Billion
- Q2 2025
A detailed history of Cfs Investment Advisory Services, LLC transactions in Ishares Tr Esg Aware Usd Corpo stock. As of the latest transaction made, Cfs Investment Advisory Services, LLC holds 10,076 shares of SUSC stock, worth $237,390. This represents 0.02% of its overall portfolio holdings.
Number of Shares
10,076
Previous 9,429
6.86%
Holding current value
$237,390
Previous $217,000
7.83%
% of portfolio
0.02%
Previous 0.02%
Shares
4 transactions
Others Institutions Holding SUSC
# of Institutions
281Shares Held
41.5MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc8.4MShares$198 Million0.06% of portfolio
-
Jpmorgan Chase & CO New York, NY3.67MShares$86.5 Million0.01% of portfolio
-
Wealthfront Advisers LLC3.04MShares$71.6 Million0.19% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.4MShares$56.5 Million0.02% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA1.91MShares$45 Million0.18% of portfolio