Jfs Wealth Advisors, LLC Ishares Tr Esg Aware Usd Corpo Transaction History
Jfs Wealth Advisors, LLC
- $1.46 Billion
- Q4 2024
A detailed history of Jfs Wealth Advisors, LLC transactions in Ishares Tr Esg Aware Usd Corpo stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 9,524 shares of SUSC stock, worth $221,147. This represents 0.01% of its overall portfolio holdings.
Number of Shares
9,524
Previous 8,554
11.34%
Holding current value
$221,147
Previous $203,000
6.4%
% of portfolio
0.01%
Previous 0.01%
Shares
5 transactions
Others Institutions Holding SUSC
# of Institutions
283Shares Held
38.4MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc7.48MShares$174 Million0.06% of portfolio
-
Jpmorgan Chase & CO New York, NY3.42MShares$79.5 Million0.01% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA2.53MShares$58.8 Million0.21% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.74MShares$40.4 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.69MShares$39.3 Million0.01% of portfolio