Oliver Lagore Vanvalin Investment Group Ishares Tr Esg Aware Usd Corpo Transaction History
Oliver Lagore Vanvalin Investment Group
- $334 Million
- Q1 2024
A detailed history of Oliver Lagore Vanvalin Investment Group transactions in Ishares Tr Esg Aware Usd Corpo stock. As of the latest transaction made, Oliver Lagore Vanvalin Investment Group holds 3,528 shares of SUSC stock, worth $79,838. This represents 0.02% of its overall portfolio holdings.
Number of Shares
3,528
Previous 2,988
18.07%
Holding current value
$79,838
Previous $69,000
17.39%
% of portfolio
0.02%
Previous 0.03%
Shares
9 transactions
Others Institutions Holding SUSC
# of Institutions
241Shares Held
36.8MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc7.87MShares$178 Million0.07% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA2.63MShares$59.6 Million0.24% of portfolio
-
Jpmorgan Chase & CO New York, NY2.31MShares$52.4 Million0.0% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.12MShares$48.1 Million0.01% of portfolio
-
Wealthfront Advisers LLC2.06MShares$46.5 Million0.17% of portfolio