Consilio Wealth Advisors, LLC Ishares Tr Msci Usa Esg Select Transaction History

Consilio Wealth Advisors, LLC

  • $244 Million
  • Q4 2024

A detailed history of Consilio Wealth Advisors, LLC transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, Consilio Wealth Advisors, LLC holds 1,698 shares of SUSA stock, worth $209,261. This represents 0.08% of its overall portfolio holdings.

Number of Shares
1,698
Previous 1,696 0.12%
Holding current value
$209,261
Previous $204,000 0.98%
% of portfolio
0.08%
Previous 0.08%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 13, 2025
BUY
$118.0 - $127.04 $236 - $254
2 Added 0.12%
1,698 $206,000
Q3 2024

Oct 07, 2024
BUY
$108.44 - $120.37 $183,914 - $204,147
1,696 New
1,696 $204,000

Others Institutions Holding SUSA

# of Institutions
523
Shares Held
19.2M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR MSCI USA ESG SELECT

SUSA Quotes by TradingView
  • Ticker SUSA
  • Sector ETFs
  • Industry ETFs
More about SUSA
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