A detailed history of Kingsview Wealth Management, LLC transactions in Ishares Tr Esg Msci Usa Leader stock. As of the latest transaction made, Kingsview Wealth Management, LLC holds 27,725 shares of SUSL stock, worth $2.74 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
27,725
Previous 17,561 57.88%
Holding current value
$2.74 Million
Previous $1.48 Million 75.62%
% of portfolio
0.07%
Previous 0.04%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 09, 2024

BUY
$82.96 - $93.97 $843,205 - $955,111
10,164 Added 57.88%
27,725 $2.6 Million
Q4 2023

Feb 08, 2024

BUY
$72.21 - $84.55 $30,761 - $36,018
426 Added 2.49%
17,561 $1.48 Million
Q3 2023

Nov 07, 2023

BUY
$74.91 - $80.11 $1.28 Million - $1.37 Million
17,135 New
17,135 $1.29 Million

Others Institutions Holding SUSL

About ISHARES TR ESG MSCI USA LEADER


  • Ticker SUSL
  • Sector ETFs
  • Industry ETFs
More about SUSL
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