Creative One Wealth, LLC Ishares Tr Esg Msci Usa Leader Transaction History

Creative One Wealth, LLC

  • $2.51 Billion
  • Q1 2024

A detailed history of Creative One Wealth, LLC transactions in Ishares Tr Esg Msci Usa Leader stock. As of the latest transaction made, Creative One Wealth, LLC holds 4,645 shares of SUSL stock, worth $455,163. This represents 0.02% of its overall portfolio holdings.

Number of Shares
4,645
Previous 5,842 20.49%
Holding current value
$455,163
Previous $493,000 11.56%
% of portfolio
0.02%
Previous 0.03%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024
SELL
$82.96 - $93.97 $99,303 - $112,482
-1,197 Reduced 20.49%
4,645 $436,000
Q4 2023

Feb 09, 2024
SELL
$72.21 - $84.55 $48,669 - $56,986
-674 Reduced 10.34%
5,842 $493,000
Q3 2023

Oct 17, 2023
BUY
$74.91 - $80.11 $488,113 - $521,996
6,516 New
6,516 $491,000

Others Institutions Holding SUSL

# of Institutions
152
Shares Held
11M
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
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