Fingerlakes Wealth Management, Inc. Ishares Tr Esg Aware Usd Corpo Transaction History
Fingerlakes Wealth Management, Inc.
- $111 Million
- Q2 2024
A detailed history of Fingerlakes Wealth Management, Inc. transactions in Ishares Tr Esg Aware Usd Corpo stock. As of the latest transaction made, Fingerlakes Wealth Management, Inc. holds 13,553 shares of SUSC stock, worth $323,374. This represents 0.28% of its overall portfolio holdings.
Number of Shares
13,553
Previous 18,627
27.24%
Holding current value
$323,374
Previous $428,000
28.27%
% of portfolio
0.28%
Previous 0.42%
Shares
11 transactions
Others Institutions Holding SUSC
# of Institutions
252Shares Held
38.3MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc7.95MShares$190 Million0.06% of portfolio
-
Jpmorgan Chase & CO New York, NY2.85MShares$68.1 Million0.01% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA2.66MShares$63.4 Million0.23% of portfolio
-
Wealthfront Advisers LLC2.3MShares$54.8 Million0.18% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.96MShares$46.7 Million0.01% of portfolio