Heritage Wealth Advisors Ishares Tr Msci Usa Esg Select Transaction History
Heritage Wealth Advisors
- $2.06 Billion
- Q3 2024
A detailed history of Heritage Wealth Advisors transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, Heritage Wealth Advisors holds 172 shares of SUSA stock, worth $21,498. This represents 0.0% of its overall portfolio holdings.
Number of Shares
172
Previous 172
-0.0%
Holding current value
$21,498
Previous $19,000
5.26%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding SUSA
# of Institutions
502Shares Held
18.9MCall Options Held
100Put Options Held
100-
Jpmorgan Chase & CO New York, NY1.59MShares$199 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC1.49MShares$187 Million0.02% of portfolio
-
Morgan Stanley New York, NY1.16MShares$145 Million0.01% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA999KShares$125 Million0.08% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN812KShares$102 Million0.03% of portfolio