Level Financial Advisors, Inc. Ishares Tr Esg Aware Usd Corpo Transaction History
Level Financial Advisors, Inc.
- $243 Million
- Q3 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 13,035 shares of SUSC stock, worth $296,285. This represents 0.13% of its overall portfolio holdings.
Number of Shares
13,035
Previous 13,194
1.21%
Holding current value
$296,285
Previous $299,000
3.68%
% of portfolio
0.13%
Previous 0.14%
Shares
11 transactions
Others Institutions Holding SUSC
# of Institutions
257Shares Held
39.9MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc7.98MShares$181 Million0.06% of portfolio
-
Jpmorgan Chase & CO New York, NY3.16MShares$71.7 Million0.01% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA2.68MShares$60.8 Million0.23% of portfolio
-
Wealthfront Advisers LLC2.39MShares$54.3 Million0.18% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.76MShares$39.9 Million0.01% of portfolio