Litman Gregory Wealth Management LLC Ishares Tr Msci Usa Esg Select Transaction History
Litman Gregory Wealth Management LLC
- $1.13 Billion
- Q2 2024
A detailed history of Litman Gregory Wealth Management LLC transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, Litman Gregory Wealth Management LLC holds 15,165 shares of SUSA stock, worth $1.79 Million. This represents 0.15% of its overall portfolio holdings.
Number of Shares
15,165
Previous 15,165
-0.0%
Holding current value
$1.79 Million
Previous $1.66 Million
2.96%
% of portfolio
0.15%
Previous 0.15%
Shares
18 transactions
Others Institutions Holding SUSA
# of Institutions
490Shares Held
19MCall Options Held
200Put Options Held
0-
Jpmorgan Chase & CO New York, NY1.6MShares$189 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC1.5MShares$177 Million0.02% of portfolio
-
Morgan Stanley New York, NY1.18MShares$139 Million0.01% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA1MShares$118 Million0.08% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN837KShares$98.7 Million0.03% of portfolio