A detailed history of Db Wealth Management Group, LLC transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, Db Wealth Management Group, LLC holds 356 shares of SUSA stock, worth $43,417. This represents 0.02% of its overall portfolio holdings.

Number of Shares
356
Previous 356 -0.0%
Holding current value
$43,417
Previous $32,000 9.38%
% of portfolio
0.02%
Previous 0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

May 12, 2023

SELL
$81.64 - $90.01 $1,877 - $2,070
-23 Reduced 6.07%
356 $31,000
Q2 2022

Aug 11, 2022

SELL
$78.1 - $97.98 $2,108 - $2,645
-27 Reduced 6.65%
379 $31,000
Q4 2020

Feb 03, 2021

BUY
$72.19 - $82.34 $29,309 - $33,430
406 New
406 $33,000

Others Institutions Holding SUSA

About ISHARES TR MSCI USA ESG SELECT


  • Ticker SUSA
  • Sector ETFs
  • Industry ETFs
More about SUSA
Track This Portfolio

Track Db Wealth Management Group, LLC Portfolio

Follow Db Wealth Management Group, LLC 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 Db Wealth Management Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Db Wealth Management Group, LLC with notifications on news.