Ever Source Wealth Advisors, LLC Ishares Tr Esg Aware Usd Corpo Transaction History
Ever Source Wealth Advisors, LLC
- $2.2 Billion
- Q3 2025
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 43,576 shares of SUSC stock, worth $1.02 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
43,576
Previous 37,882
15.03%
Holding current value
$1.02 Million
Previous $879,000
16.72%
% of portfolio
0.05%
Previous 0.05%
Shares
6 transactions
Others Institutions Holding SUSC
# of Institutions
296Shares Held
45.8MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc9.5MShares$222 Million0.07% of portfolio
-
Jpmorgan Chase & CO New York, NY4.37MShares$102 Million0.01% of portfolio
-
Wealthfront Advisers LLC3.31MShares$77.5 Million0.19% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.89MShares$67.6 Million0.02% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA2.09MShares$48.8 Million0.21% of portfolio