Confluence Wealth Services, Inc. Ishares Tr Esg Msci Usa Leader Transaction History

Confluence Wealth Services, Inc.

  • $1.86 Billion
  • Q3 2025

A detailed history of Confluence Wealth Services, Inc. transactions in Ishares Tr Esg Msci Usa Leader stock. As of the latest transaction made, Confluence Wealth Services, Inc. holds 1,755 shares of SUSL stock, worth $204,422. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,755
Holding current value
$204,422
% of portfolio
0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 28, 2025
BUY
$108.03 - $117.04 $189,592 - $205,405
1,755 New
1,755 $205,000
Q1 2022

Apr 26, 2022
SELL
$72.8 - $84.71 $47,392 - $55,146
-651 Closed
0 $0
Q4 2021

Feb 10, 2022
BUY
$75.52 - $84.98 $49,163 - $55,321
651 New
651 $54,000

Others Institutions Holding SUSL

# of Institutions
191
Shares Held
8.02M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR ESG MSCI USA LEADER

SUSL Quotes by TradingView
  • Ticker SUSL
  • Sector ETFs
  • Industry ETFs
More about SUSL
Track This Portfolio

Track Confluence Wealth Services, Inc. Portfolio

Follow Confluence Wealth Services, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Confluence Wealth Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Confluence Wealth Services, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email