Horst & Graben Wealth Management LLC Ishares Tr Esg Aware Usd Corpo Transaction History
Horst & Graben Wealth Management LLC
- $479 Million
- Q1 2024
A detailed history of Horst & Graben Wealth Management LLC transactions in Ishares Tr Esg Aware Usd Corpo stock. As of the latest transaction made, Horst & Graben Wealth Management LLC holds 158,818 shares of SUSC stock, worth $3.61 Million. This represents 0.76% of its overall portfolio holdings.
Number of Shares
158,818
Previous 131,350
20.91%
Holding current value
$3.61 Million
Previous $3.06 Million
19.47%
% of portfolio
0.76%
Previous 0.67%
Shares
13 transactions
Others Institutions Holding SUSC
# of Institutions
241Shares Held
36.8MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc7.87MShares$179 Million0.07% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA2.63MShares$59.8 Million0.24% of portfolio
-
Jpmorgan Chase & CO New York, NY2.31MShares$52.6 Million0.0% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.12MShares$48.2 Million0.01% of portfolio
-
Wealthfront Advisers LLC2.06MShares$46.7 Million0.17% of portfolio