Litman Gregory Wealth Management LLC Ishares Tr Ishares Esg Aware 1 Transaction History
Litman Gregory Wealth Management LLC
- $1.15 Billion
- Q4 2024
A detailed history of Litman Gregory Wealth Management LLC transactions in Ishares Tr Ishares Esg Aware 1 stock. As of the latest transaction made, Litman Gregory Wealth Management LLC holds 11,606 shares of SUSB stock, worth $288,525. This represents 0.02% of its overall portfolio holdings.
Number of Shares
11,606
Previous 22,160
47.63%
Holding current value
$288,525
Previous $557,000
48.65%
% of portfolio
0.02%
Previous 0.05%
Shares
7 transactions
Others Institutions Holding SUSB
# of Institutions
322Shares Held
29.1MCall Options Held
0Put Options Held
0-
Goldman Sachs Group Inc New York, NY2.72MShares$67.7 Million0.01% of portfolio
-
Envestnet Asset Management Inc1.88MShares$46.9 Million0.02% of portfolio
-
Morgan Stanley New York, NY1.1MShares$27.3 Million0.0% of portfolio
-
Wealthspire Advisors, LLC New York, NY918KShares$22.8 Million0.24% of portfolio
-
Royal Bank Of Canada Toronto, A6728KShares$18.1 Million0.0% of portfolio