Charter Oak Capital Management, LLC Ishares Tr Esg Msci Usa Leader Transaction History
Charter Oak Capital Management, LLC
- $933 Million
- Q1 2024
A detailed history of Charter Oak Capital Management, LLC transactions in Ishares Tr Esg Msci Usa Leader stock. As of the latest transaction made, Charter Oak Capital Management, LLC holds 6,240 shares of SUSL stock, worth $615,825. This represents 0.06% of its overall portfolio holdings.
Number of Shares
6,240
Previous 6,240
-0.0%
Holding current value
$615,825
Previous $526,000
11.22%
% of portfolio
0.06%
Previous 0.06%
Shares
5 transactions
Others Institutions Holding SUSL
# of Institutions
152Shares Held
11MCall Options Held
0Put Options Held
0-
Bank Of Italy4.96MShares$489 Million12.87% of portfolio
-
55 I, LLC Boston, MA893KShares$88.2 Million1.54% of portfolio
-
Jpmorgan Chase & CO New York, NY680KShares$67.1 Million0.01% of portfolio
-
Mercer Global Advisors Inc Denver, CO665KShares$65.6 Million0.18% of portfolio
-
Envestnet Asset Management Inc596KShares$58.8 Million0.02% of portfolio