Marshall & Sterling Wealth Advisors Inc. Ishares Tr Esg Aware Usd Corpo Transaction History
Marshall & Sterling Wealth Advisors Inc.
- $147 Billion
- Q1 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 1,882 shares of SUSC stock, worth $42,853. This represents 0.03% of its overall portfolio holdings.
Number of Shares
1,882
Previous 1,657
13.58%
Holding current value
$42,853
Previous $37.6 Million
15.33%
% of portfolio
0.03%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding SUSC
# of Institutions
284Shares Held
40.4MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc7.47MShares$170 Million0.06% of portfolio
-
Jpmorgan Chase & CO New York, NY3.67MShares$83.6 Million0.01% of portfolio
-
Wealthfront Advisers LLC2.61MShares$59.5 Million0.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.91MShares$43.4 Million0.02% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA1.9MShares$43.2 Million0.18% of portfolio