Invera Wealth Advisors, LLC Ishares Tr Esg Aware Usd Corpo Transaction History
Invera Wealth Advisors, LLC
- $95.7 Million
- Q3 2024
A detailed history of Invera Wealth Advisors, LLC transactions in Ishares Tr Esg Aware Usd Corpo stock. As of the latest transaction made, Invera Wealth Advisors, LLC holds 217,383 shares of SUSC stock, worth $5 Million. This represents 5.4% of its overall portfolio holdings.
Number of Shares
217,383
Previous 213,681
1.73%
Holding current value
$5 Million
Previous $4.85 Million
6.53%
% of portfolio
5.4%
Previous 5.2%
Shares
5 transactions
Others Institutions Holding SUSC
# of Institutions
256Shares Held
39.9MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc7.98MShares$183 Million0.06% of portfolio
-
Jpmorgan Chase & CO New York, NY3.16MShares$72.5 Million0.01% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA2.68MShares$61.5 Million0.23% of portfolio
-
Wealthfront Advisers LLC2.39MShares$55 Million0.18% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.76MShares$40.4 Million0.01% of portfolio