Concurrent Investment Advisors, LLC Ishares Tr Esg Aware Usd Corpo Transaction History
Concurrent Investment Advisors, LLC
- $5.17 Trillion
- Q2 2025
A detailed history of Concurrent Investment Advisors, LLC transactions in Ishares Tr Esg Aware Usd Corpo stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 12,990 shares of SUSC stock, worth $307,733. This represents 0.01% of its overall portfolio holdings.
Number of Shares
12,990Holding current value
$307,733% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding SUSC
# of Institutions
281Shares Held
41.8MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc8.4MShares$199 Million0.06% of portfolio
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Jpmorgan Chase & CO New York, NY3.67MShares$86.9 Million0.01% of portfolio
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Wealthfront Advisers LLC3.04MShares$72 Million0.19% of portfolio
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Lpl Financial LLC Fort Mill, SC2.4MShares$56.8 Million0.02% of portfolio
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Envestnet Portfolio Solutions, Inc. Berwyn, PA1.91MShares$45.2 Million0.18% of portfolio