Modera Wealth Management, LLC Ishares Tr Esg Aware Usd Corpo Transaction History
Modera Wealth Management, LLC
- $7.26 Billion
- Q1 2025
A detailed history of Modera Wealth Management, LLC transactions in Ishares Tr Esg Aware Usd Corpo stock. As of the latest transaction made, Modera Wealth Management, LLC holds 11,494 shares of SUSC stock, worth $263,212. This represents 0.0% of its overall portfolio holdings.
Number of Shares
11,494
Previous 11,457
0.32%
Holding current value
$263,212
Previous $260,000
1.92%
% of portfolio
0.0%
Previous 0.0%
Shares
7 transactions
Others Institutions Holding SUSC
# of Institutions
285Shares Held
40.5MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc7.47MShares$171 Million0.06% of portfolio
-
Jpmorgan Chase & CO New York, NY3.67MShares$84 Million0.01% of portfolio
-
Wealthfront Advisers LLC2.61MShares$59.9 Million0.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.91MShares$43.7 Million0.02% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA1.9MShares$43.5 Million0.18% of portfolio