Keener Financial Planning LLC Ishares Tr Esg Aware Usd Corpo Transaction History
Keener Financial Planning LLC
- $201 Million
- Q2 2025
A detailed history of Keener Financial Planning LLC transactions in Ishares Tr Esg Aware Usd Corpo stock. As of the latest transaction made, Keener Financial Planning LLC holds 8,668 shares of SUSC stock, worth $205,344. This represents 0.1% of its overall portfolio holdings.
Number of Shares
8,668
Previous 8,635
0.38%
Holding current value
$205,344
Previous $199,000
1.01%
% of portfolio
0.1%
Previous 0.13%
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