Level Financial Advisors, Inc. Ishares Tr Ishares Esg Aware 1 Transaction History
Level Financial Advisors, Inc.
- $218 Million
- Q2 2024
A detailed history of Level Financial Advisors, Inc. transactions in Ishares Tr Ishares Esg Aware 1 stock. As of the latest transaction made, Level Financial Advisors, Inc. holds 30,390 shares of SUSB stock, worth $751,544. This represents 0.34% of its overall portfolio holdings.
Number of Shares
30,390
Previous 29,920
1.57%
Holding current value
$751,544
Previous $732,000
1.64%
% of portfolio
0.34%
Previous 0.35%
Shares
11 transactions
Others Institutions Holding SUSB
# of Institutions
276Shares Held
24.8MCall Options Held
0Put Options Held
0-
Goldman Sachs Group Inc New York, NY2.6MShares$64.2 Million0.01% of portfolio
-
Morgan Stanley New York, NY1.09MShares$27 Million0.0% of portfolio
-
First Pacific Financial795KShares$19.6 Million6.35% of portfolio
-
Pfs Investments Inc. Duluth, GA675KShares$16.7 Million0.26% of portfolio
-
Royal Bank Of Canada Toronto, A6663KShares$16.4 Million0.0% of portfolio