Marshall & Sterling Wealth Advisors Inc. Ishares Tr Esg Aware Usd Corpo Transaction History
Marshall & Sterling Wealth Advisors Inc.
- $148 Billion
- Q2 2025
A detailed history of Marshall & Sterling Wealth Advisors Inc. transactions in Ishares Tr Esg Aware Usd Corpo stock. As of the latest transaction made, Marshall & Sterling Wealth Advisors Inc. holds 2,167 shares of SUSC stock, worth $51,336. This represents 0.03% of its overall portfolio holdings.
Number of Shares
2,167
Previous 1,882
15.14%
Holding current value
$51,336
Previous $43.4 Million
15.69%
% of portfolio
0.03%
Previous 0.03%
Shares
3 transactions
Others Institutions Holding SUSC
# of Institutions
281Shares Held
41.8MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc8.4MShares$199 Million0.06% of portfolio
-
Jpmorgan Chase & CO New York, NY3.67MShares$86.9 Million0.01% of portfolio
-
Wealthfront Advisers LLC3.04MShares$72 Million0.19% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.4MShares$56.8 Million0.02% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA1.91MShares$45.2 Million0.18% of portfolio