Level Financial Advisors, Inc. Ishares Tr Esg Aware Usd Corpo Transaction History
Level Financial Advisors, Inc.
- $210 Million
- Q1 2024
A detailed history of Level Financial Advisors, Inc. transactions in Ishares Tr Esg Aware Usd Corpo stock. As of the latest transaction made, Level Financial Advisors, Inc. holds 13,194 shares of SUSC stock, worth $302,010. This represents 0.14% of its overall portfolio holdings.
Number of Shares
13,194
Previous 13,390
1.46%
Holding current value
$302,010
Previous $311,000
2.57%
% of portfolio
0.14%
Previous 0.16%
Shares
10 transactions
Others Institutions Holding SUSC
# of Institutions
241Shares Held
36.7MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc7.87MShares$180 Million0.07% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA2.63MShares$60.2 Million0.24% of portfolio
-
Jpmorgan Chase & CO New York, NY2.31MShares$53 Million0.0% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.12MShares$48.6 Million0.01% of portfolio
-
Wealthfront Advisers LLC2.06MShares$47.1 Million0.17% of portfolio