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 $538,440. This represents 0.04% of its overall portfolio holdings.

Number of Shares

5,110

Previous 5,110 -0.0%

Holding current value

$538,440

Previous $497,000 4.23%

% of portfolio

0.04%

Previous 0.03%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Jun 11, 2024	SELL	$82.96 - $93.97 $6,885 - $7,799	-83 Reduced 1.6%	5,110 $479,000
Q3 2023 Nov 03, 2023	SELL	$74.91 - $80.11 $44,721 - $47,825	-597 Reduced 10.31%	5,193 $391,000
Q1 2023 May 11, 2023	SELL	$65.64 - $72.48 $21,333 - $23,556	-325 Reduced 5.31%	5,790 $412,000
Q4 2022 Feb 09, 2023	BUY	$61.37 - $70.88 $30,930 - $35,723	504 Added 8.98%	6,115 $405,000
Q3 2022 Nov 07, 2022	BUY	$61.76 - $74.65 $98,198 - $118,693	1,590 Added 39.54%	5,611 $346,000
Q2 2022 Aug 01, 2022	SELL	$64.17 - $80.06 $65,966 - $82,301	-1,028 Reduced 20.36%	4,021 $267,000
Q1 2022 May 25, 2022	BUY	$72.8 - $84.71 $367,567 - $427,700	5,049 New	5,049 $399,000

Others Institutions Holding SUSL

# of Institutions

167

Shares Held

8.08M

Call Options Held

Put Options Held

View Full List

About ISHARES TR ESG MSCI USA LEADER

Ticker SUSL
Sector ETFs
Industry ETFs

More about SUSL

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Ever Source Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ever Source Wealth Advisors, LLC with notifications on news.

Account

Ever Source Wealth Advisors, LLC Ishares Tr Esg Msci Usa Leader Transaction History