Geo Wealth Management, LLC Ishares Tr Esg Aware Usd Corpo Transaction History
Geo Wealth Management, LLC
- $2.33 Billion
- Q1 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 70,756 shares of SUSC stock, worth $1.61 Million. This represents 0.07% of its overall portfolio holdings.
Number of Shares
70,756
Previous 37,824
87.07%
Holding current value
$1.61 Million
Previous $859,000
89.87%
% of portfolio
0.07%
Previous 0.03%
Shares
3 transactions
Others Institutions Holding SUSC
# of Institutions
284Shares Held
40.4MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc7.47MShares$170 Million0.06% of portfolio
-
Jpmorgan Chase & CO New York, NY3.67MShares$83.6 Million0.01% of portfolio
-
Wealthfront Advisers LLC2.61MShares$59.5 Million0.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.91MShares$43.4 Million0.02% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA1.9MShares$43.2 Million0.18% of portfolio