Erts Wealth Advisors, LLC Ishares Tr Esg Aware Usd Corpo Transaction History
Erts Wealth Advisors, LLC
- $490 Million
- Q1 2024
A detailed history of Erts Wealth Advisors, LLC transactions in Ishares Tr Esg Aware Usd Corpo stock. As of the latest transaction made, Erts Wealth Advisors, LLC holds 12,271 shares of SUSC stock, worth $277,692. This represents 0.06% of its overall portfolio holdings.
Number of Shares
12,271
Previous 10,282
19.34%
Holding current value
$277,692
Previous $239,000
17.99%
% of portfolio
0.06%
Previous 0.05%
Shares
7 transactions
Others Institutions Holding SUSC
# of Institutions
241Shares Held
36.8MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc7.87MShares$178 Million0.07% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA2.63MShares$59.6 Million0.24% of portfolio
-
Jpmorgan Chase & CO New York, NY2.31MShares$52.4 Million0.0% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.12MShares$48.1 Million0.01% of portfolio
-
Wealthfront Advisers LLC2.06MShares$46.5 Million0.17% of portfolio