One Wealth Management Investment & Advisory Services, LLC Ishares Tr Esg Aware Usd Corpo Transaction History
One Wealth Management Investment & Advisory Services, LLC
- $251 Billion
- Q2 2024
A detailed history of One Wealth Management Investment & Advisory Services, LLC transactions in Ishares Tr Esg Aware Usd Corpo stock. As of the latest transaction made, One Wealth Management Investment & Advisory Services, LLC holds 30,164 shares of SUSC stock, worth $691,358. This represents 0.27% of its overall portfolio holdings.
Number of Shares
30,164
Previous 31,655
4.71%
Holding current value
$691,358
Previous $728 Million
5.83%
% of portfolio
0.27%
Previous 0.3%
Shares
3 transactions
Others Institutions Holding SUSC
# of Institutions
249Shares Held
38.8MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc7.95MShares$182 Million0.06% of portfolio
-
Jpmorgan Chase & CO New York, NY2.85MShares$65.4 Million0.01% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA2.68MShares$61.4 Million0.23% of portfolio
-
Wealthfront Advisers LLC2.3MShares$52.7 Million0.18% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.96MShares$44.8 Million0.01% of portfolio