Ever Source Wealth Advisors, LLC Ishares Tr Esg Msci Usa Leader Transaction History
Ever Source Wealth Advisors, LLC
- $1.48 Billion
- Q3 2024
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 5,110 shares of SUSL stock, worth $537,112. This represents 0.04% of its overall portfolio holdings.
Number of Shares
5,110
Previous 5,110
-0.0%
Holding current value
$537,112
Previous $497,000
4.23%
% of portfolio
0.04%
Previous 0.03%
Shares
7 transactions
Others Institutions Holding SUSL
# of Institutions
166Shares Held
9.61MCall Options Held
0Put Options Held
0-
Bank Of Italy3.2MShares$337 Million13.35% of portfolio
-
55 I, LLC Boston, MA893KShares$93.9 Million1.54% of portfolio
-
Mercer Global Advisors Inc Denver, CO826KShares$86.8 Million0.18% of portfolio
-
Envestnet Asset Management Inc773KShares$81.3 Million0.03% of portfolio
-
Jpmorgan Chase & CO New York, NY574KShares$60.3 Million0.0% of portfolio