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
- $3.85 Billion
- Q1 2025
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 40,241 shares of SUSC stock, worth $930,371. This represents 0.02% of its overall portfolio holdings.
Number of Shares
40,241
Previous 39,833
1.02%
Holding current value
$930,371
Previous $905,000
2.43%
% of portfolio
0.02%
Previous 0.02%
Shares
16 transactions
Others Institutions Holding SUSC
# of Institutions
285Shares Held
40.5MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc7.47MShares$173 Million0.06% of portfolio
-
Jpmorgan Chase & CO New York, NY3.67MShares$84.8 Million0.01% of portfolio
-
Wealthfront Advisers LLC2.61MShares$60.4 Million0.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.91MShares$44.1 Million0.02% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA1.9MShares$43.9 Million0.18% of portfolio