Ever Source Wealth Advisors, LLC Ishares Tr Esg Msci Usa Leader Transaction History
Ever Source Wealth Advisors, LLC
- $1.25 Billion
- Q1 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 $500,728. This represents 0.04% of its overall portfolio holdings.
Number of Shares
5,110
Previous 5,193
1.6%
Holding current value
$500,728
Previous $487,000
1.64%
% of portfolio
0.04%
Previous 0.04%
Shares
7 transactions
Others Institutions Holding SUSL
# of Institutions
152Shares Held
11MCall Options Held
0Put Options Held
0-
Bank Of Italy4.96MShares$486 Million12.87% of portfolio
-
55 I, LLC Boston, MA893KShares$87.5 Million1.54% of portfolio
-
Jpmorgan Chase & CO New York, NY680KShares$66.6 Million0.01% of portfolio
-
Mercer Global Advisors Inc Denver, CO665KShares$65.2 Million0.18% of portfolio
-
Envestnet Asset Management Inc596KShares$58.4 Million0.02% of portfolio