Marshall Financial Group LLC Ishares Tr Esg Aware Usd Corpo Transaction History
Marshall Financial Group LLC
- $412 Million
- Q3 2024
A detailed history of Marshall Financial Group LLC transactions in Ishares Tr Esg Aware Usd Corpo stock. As of the latest transaction made, Marshall Financial Group LLC holds 15,286 shares of SUSC stock, worth $355,552. This represents 0.09% of its overall portfolio holdings.
Number of Shares
15,286
Previous 15,065
1.47%
Holding current value
$355,552
Previous $342,000
6.14%
% of portfolio
0.09%
Previous 0.1%
Shares
16 transactions
Others Institutions Holding SUSC
# of Institutions
257Shares Held
39.9MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc7.98MShares$186 Million0.06% of portfolio
-
Jpmorgan Chase & CO New York, NY3.16MShares$73.4 Million0.01% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA2.68MShares$62.3 Million0.23% of portfolio
-
Wealthfront Advisers LLC2.39MShares$55.6 Million0.18% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.76MShares$40.8 Million0.01% of portfolio