A detailed history of Kmg Fiduciary Partners, LLC transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, Kmg Fiduciary Partners, LLC holds 2,100 shares of SUSA stock, worth $236,964. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,100
Previous 2,100 -0.0%
Holding current value
$236,964
Previous $211,000 8.53%
% of portfolio
0.02%
Previous 0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 10, 2024

BUY
$85.36 - $100.86 $179,256 - $211,806
2,100 New
2,100 $211,000
Q2 2022

Jul 13, 2022

SELL
N/A
-2,100 Closed
0 $0
Q2 2021

Jul 20, 2021

BUY
N/A
2,100 New
2,100 $201,000

Others Institutions Holding SUSA

About ISHARES TR MSCI USA ESG SELECT


  • Ticker SUSA
  • Sector ETFs
  • Industry ETFs
More about SUSA
Track This Portfolio

Track Kmg Fiduciary Partners, LLC Portfolio

Follow Kmg Fiduciary Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kmg Fiduciary Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kmg Fiduciary Partners, LLC with notifications on news.