Cliftonlarsonallen Wealth Advisors, LLC Ishares Tr Esg Msci Usa Leader Transaction History
Cliftonlarsonallen Wealth Advisors, LLC
- $4.66 Billion
- Q2 2024
A detailed history of Cliftonlarsonallen Wealth Advisors, LLC transactions in Ishares Tr Esg Msci Usa Leader stock. As of the latest transaction made, Cliftonlarsonallen Wealth Advisors, LLC holds 82,592 shares of SUSL stock, worth $8.37 Million. This represents 0.17% of its overall portfolio holdings.
Number of Shares
82,592
Previous 73,938
11.7%
Holding current value
$8.37 Million
Previous $6.94 Million
15.95%
% of portfolio
0.17%
Previous 0.16%
Shares
16 transactions
Others Institutions Holding SUSL
# of Institutions
154Shares Held
9.34MCall Options Held
0Put Options Held
0-
Bank Of Italy3.2MShares$324 Million11.83% of portfolio
-
55 I, LLC Boston, MA893KShares$90.5 Million1.54% of portfolio
-
Mercer Global Advisors Inc Denver, CO740KShares$74.9 Million0.18% of portfolio
-
Envestnet Asset Management Inc672KShares$68.1 Million0.02% of portfolio
-
Jpmorgan Chase & CO New York, NY608KShares$61.6 Million0.01% of portfolio