Ever Source Wealth Advisors, LLC Ishares Tr Esg Msci Usa Leader Transaction History
Ever Source Wealth Advisors, LLC
- $1.95 Billion
- Q2 2025
A detailed history of Ever Source Wealth Advisors, LLC transactions in Ishares Tr Esg Msci Usa Leader stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 4,445 shares of SUSL stock, worth $517,753. This represents 0.02% of its overall portfolio holdings.
Number of Shares
4,445
Previous 4,551
2.33%
Holding current value
$517,753
Previous $436,000
10.32%
% of portfolio
0.02%
Previous 0.03%
Shares
10 transactions
Others Institutions Holding SUSL
# of Institutions
183Shares Held
8MCall Options Held
0Put Options Held
0-
Bank Of Italy1.65MShares$193 Million8.65% of portfolio
-
55 I, LLC Boston, MA893KShares$104 Million1.54% of portfolio
-
Mercer Global Advisors Inc Denver, CO795KShares$92.6 Million0.18% of portfolio
-
Envestnet Asset Management Inc688KShares$80.2 Million0.02% of portfolio
-
Jpmorgan Chase & CO New York, NY484KShares$56.4 Million0.0% of portfolio