Marshall Financial Group LLC Ishares Tr Esg Aware Usd Corpo Transaction History
Marshall Financial Group LLC
- $408 Million
- Q4 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 11,446 shares of SUSC stock, worth $261,655. This represents 0.06% of its overall portfolio holdings.
Number of Shares
11,446
Previous 15,286
25.12%
Holding current value
$261,655
Previous $363,000
28.37%
% of portfolio
0.06%
Previous 0.09%
Shares
17 transactions
Others Institutions Holding SUSC
# of Institutions
263Shares Held
40MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc7.98MShares$182 Million0.06% of portfolio
-
Jpmorgan Chase & CO New York, NY3.16MShares$72.1 Million0.01% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA2.68MShares$61.2 Million0.23% of portfolio
-
Wealthfront Advisers LLC2.39MShares$54.6 Million0.18% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.76MShares$40.1 Million0.01% of portfolio