Pensionmark Financial Group, LLC Ishares Tr Esg Aware Usd Corpo Transaction History
Pensionmark Financial Group, LLC
- $584 Million
- Q1 2024
A detailed history of Pensionmark Financial Group, LLC transactions in Ishares Tr Esg Aware Usd Corpo stock. As of the latest transaction made, Pensionmark Financial Group, LLC holds 35,545 shares of SUSC stock, worth $804,383. This represents 0.14% of its overall portfolio holdings.
Number of Shares
35,545
Previous 30,071
18.2%
Holding current value
$804,383
Previous $699,000
16.88%
% of portfolio
0.14%
Previous 0.09%
Shares
6 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