Mount Yale Investment Advisors, LLC Ishares Tr Esg Aware Usd Corpo Transaction History
Mount Yale Investment Advisors, LLC
- $1.03 Billion
- Q3 2024
A detailed history of Mount Yale Investment Advisors, LLC transactions in Ishares Tr Esg Aware Usd Corpo stock. As of the latest transaction made, Mount Yale Investment Advisors, LLC holds 13,097 shares of SUSC stock, worth $301,100. This represents 0.03% of its overall portfolio holdings.
Number of Shares
13,097
Previous 14,269
8.21%
Holding current value
$301,100
Previous $324,000
4.01%
% of portfolio
0.03%
Previous 0.03%
Shares
6 transactions
Others Institutions Holding SUSC
# of Institutions
256Shares Held
39.9MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc7.98MShares$183 Million0.06% of portfolio
-
Jpmorgan Chase & CO New York, NY3.16MShares$72.5 Million0.01% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA2.68MShares$61.5 Million0.23% of portfolio
-
Wealthfront Advisers LLC2.39MShares$55 Million0.18% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.76MShares$40.4 Million0.01% of portfolio