Charter Oak Capital Management, LLC Ishares Tr Msci Usa Esg Select Transaction History
Charter Oak Capital Management, LLC
- $1.07 Billion
- Q4 2024
A detailed history of Charter Oak Capital Management, LLC transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, Charter Oak Capital Management, LLC holds 75,462 shares of SUSA stock, worth $8.74 Million. This represents 0.85% of its overall portfolio holdings.
Number of Shares
75,462
Previous 78,552
3.93%
Holding current value
$8.74 Million
Previous $9.46 Million
2.96%
% of portfolio
0.85%
Previous 0.88%
Shares
17 transactions
Others Institutions Holding SUSA
# of Institutions
524Shares Held
19.2MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY1.61MShares$187 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC1.49MShares$172 Million0.02% of portfolio
-
Morgan Stanley New York, NY1.14MShares$133 Million0.01% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA1MShares$116 Million0.08% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN786KShares$91 Million0.03% of portfolio