Ever Source Wealth Advisors, LLC Ishares Tr Esg Aware Usd Corpo Transaction History
Ever Source Wealth Advisors, LLC
- $1.65 Billion
- Q4 2024
A detailed history of Ever Source Wealth Advisors, LLC transactions in Ishares Tr Esg Aware Usd Corpo stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 34,282 shares of SUSC stock, worth $787,457. This represents 0.05% of its overall portfolio holdings.
Number of Shares
34,282
Previous 32,719
4.78%
Holding current value
$787,457
Previous $778,000
-0.0%
% of portfolio
0.05%
Previous 0.05%
Shares
3 transactions
Others Institutions Holding SUSC
# of Institutions
284Shares Held
38.4MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc7.48MShares$172 Million0.06% of portfolio
-
Jpmorgan Chase & CO New York, NY3.42MShares$78.7 Million0.01% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA2.53MShares$58.2 Million0.21% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.74MShares$39.9 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.69MShares$38.8 Million0.01% of portfolio