Modern Wealth Management, LLC Ishares Tr Msci Usa Esg Select Transaction History
Modern Wealth Management, LLC
- $3.78 Billion
- Q2 2025
A detailed history of Modern Wealth Management, LLC transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, Modern Wealth Management, LLC holds 29,994 shares of SUSA stock, worth $4.07 Million. This represents 0.1% of its overall portfolio holdings.
Number of Shares
29,994Holding current value
$4.07 Million% of portfolio
0.1%Shares
1 transactions
Others Institutions Holding SUSA
# of Institutions
545Shares Held
18.3MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY1.5MShares$203 Million0.01% of portfolio
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Bank Of America Corp Charlotte, NC1.46MShares$199 Million0.01% of portfolio
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Morgan Stanley New York, NY1.05MShares$142 Million0.01% of portfolio
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Pnc Financial Services Group, Inc. Pittsburgh, PA1.04MShares$141 Million0.09% of portfolio
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Spinnaker Trust595KShares$80.7 Million4.59% of portfolio