One Wealth Advisors, LLC Ishares Tr Esg Aware Usd Corpo Transaction History
One Wealth Advisors, LLC
- $673 Million
- Q2 2025
A detailed history of One Wealth Advisors, LLC transactions in Ishares Tr Esg Aware Usd Corpo stock. As of the latest transaction made, One Wealth Advisors, LLC holds 303,743 shares of SUSC stock, worth $7.07 Million. This represents 1.05% of its overall portfolio holdings.
Number of Shares
303,743
Previous 267,362
13.61%
Holding current value
$7.07 Million
Previous $6.17 Million
14.44%
% of portfolio
1.05%
Previous 0.95%
Shares
15 transactions
Others Institutions Holding SUSC
# of Institutions
285Shares Held
42MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc8.4MShares$196 Million0.06% of portfolio
-
Jpmorgan Chase & CO New York, NY3.67MShares$85.4 Million0.01% of portfolio
-
Wealthfront Advisers LLC3.04MShares$70.8 Million0.19% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA1.91MShares$44.5 Million0.18% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.91MShares$44.4 Million0.02% of portfolio