Occidental Asset Management, LLC Ishares Tr Esg Aware Usd Corpo Transaction History
Occidental Asset Management, LLC
- $616 Million
- Q3 2024
A detailed history of Occidental Asset Management, LLC transactions in Ishares Tr Esg Aware Usd Corpo stock. As of the latest transaction made, Occidental Asset Management, LLC holds 11,409 shares of SUSC stock, worth $264,802. This represents 0.04% of its overall portfolio holdings.
Number of Shares
11,409
Previous 11,397
0.11%
Holding current value
$264,802
Previous $258,000
5.04%
% of portfolio
0.04%
Previous 0.05%
Shares
5 transactions
Others Institutions Holding SUSC
# of Institutions
253Shares Held
39.2MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc7.98MShares$185 Million0.06% of portfolio
-
Jpmorgan Chase & CO New York, NY3.16MShares$73.2 Million0.01% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA2.68MShares$62.1 Million0.23% of portfolio
-
Wealthfront Advisers LLC2.39MShares$55.5 Million0.18% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.96MShares$45.4 Million0.01% of portfolio