Geo Wealth Management, LLC Ishares Tr Esg Aware Usd Corpo Transaction History
Geo Wealth Management, LLC
- $2.4 Billion
- Q2 2025
A detailed history of Geo Wealth Management, LLC transactions in Ishares Tr Esg Aware Usd Corpo stock. As of the latest transaction made, Geo Wealth Management, LLC holds 100,640 shares of SUSC stock, worth $2.38 Million. This represents 0.1% of its overall portfolio holdings.
Number of Shares
100,640
              Previous 70,756
              
        
           42.24%
        
      
          
        Holding current value
$2.38 Million
            Previous $1.63 Million
            
        
           43.29%
        
      
          
        % of portfolio
0.1%
            Previous 0.07%
          
        Shares
	  4 transactions
	
  Others Institutions Holding SUSC
# of Institutions
285Shares Held
42MCall Options Held
0Put Options Held
0- 
    
      Envestnet Asset Management Inc8.4MShares$199 Million0.06% of portfolio
- 
    
      Jpmorgan Chase & CO New York, NY3.67MShares$86.9 Million0.01% of portfolio
- 
    
      Wealthfront Advisers LLC3.04MShares$72 Million0.19% of portfolio
- 
    
      Lpl Financial LLC Fort Mill, SC2.4MShares$56.8 Million0.02% of portfolio
- 
    
      Envestnet Portfolio Solutions, Inc. Berwyn, PA2.09MShares$49.5 Million0.21% of portfolio