Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Ishares Tr Esg Aware Usd Corpo Transaction History
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
- $3.37 Billion
- Q2 2024
A detailed history of Empirical Financial Services, LLC D.B.A. Empirical Wealth Management transactions in Ishares Tr Esg Aware Usd Corpo stock. As of the latest transaction made, Empirical Financial Services, LLC D.B.A. Empirical Wealth Management holds 36,492 shares of SUSC stock, worth $870,334. This represents 0.02% of its overall portfolio holdings.
Number of Shares
36,492
Previous 33,164
10.03%
Holding current value
$870,334
Previous $762,000
8.79%
% of portfolio
0.02%
Previous 0.02%
Shares
13 transactions
Others Institutions Holding SUSC
# of Institutions
253Shares Held
38.3MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc7.95MShares$190 Million0.06% of portfolio
-
Jpmorgan Chase & CO New York, NY2.85MShares$68.1 Million0.01% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA2.66MShares$63.4 Million0.23% of portfolio
-
Wealthfront Advisers LLC2.3MShares$54.8 Million0.18% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.96MShares$46.6 Million0.01% of portfolio