Jfs Wealth Advisors, LLC Ishares Tr Esg Aware Usd Corpo Transaction History
Jfs Wealth Advisors, LLC
- $1.56 Billion
- Q2 2025
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 10,198 shares of SUSC stock, worth $241,590. This represents 0.02% of its overall portfolio holdings.
Number of Shares
10,198
Previous 9,360
8.95%
Holding current value
$241,590
Previous $215,000
9.77%
% of portfolio
0.02%
Previous 0.01%
Shares
7 transactions
Others Institutions Holding SUSC
# of Institutions
281Shares Held
41.7MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc8.4MShares$199 Million0.06% of portfolio
-
Jpmorgan Chase & CO New York, NY3.67MShares$86.9 Million0.01% of portfolio
-
Wealthfront Advisers LLC3.04MShares$72 Million0.19% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.4MShares$56.8 Million0.02% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA1.91MShares$45.2 Million0.18% of portfolio