Private Wealth Management Group, LLC Ishares Tr Esg Aware Usd Corpo Transaction History
Private Wealth Management Group, LLC
- $221 Billion
- Q1 2024
A detailed history of Private Wealth Management Group, LLC transactions in Ishares Tr Esg Aware Usd Corpo stock. As of the latest transaction made, Private Wealth Management Group, LLC holds 42,150 shares of SUSC stock, worth $953,854. This represents 0.44% of its overall portfolio holdings.
Number of Shares
42,150
Previous 28,056
50.24%
Holding current value
$953,854
Previous $653 Million
48.43%
% of portfolio
0.44%
Previous 0.32%
Shares
2 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