Private Wealth Management Group, LLC Ishares Tr Esg Aware Usd Corpo Transaction History
Private Wealth Management Group, LLC
- $363 Billion
- Q3 2025
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 49,244 shares of SUSC stock, worth $1.15 Million. This represents 0.32% of its overall portfolio holdings.
Number of Shares
49,244
Previous 45,938
7.2%
Holding current value
$1.15 Million
Previous $1.07 Billion
8.72%
% of portfolio
0.32%
Previous 0.35%
Shares
8 transactions
Others Institutions Holding SUSC
# of Institutions
297Shares Held
45.7MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc9.5MShares$222 Million0.07% of portfolio
-
Jpmorgan Chase & CO New York, NY4.37MShares$102 Million0.01% of portfolio
-
Wealthfront Advisers LLC3.31MShares$77.5 Million0.19% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.89MShares$67.6 Million0.02% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA2.09MShares$48.8 Million0.21% of portfolio