Private Wealth Management Group, LLC Ishares Tr Esg Aware Usd Corpo Transaction History
Private Wealth Management Group, LLC
- $253 Billion
- Q3 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 48,231 shares of SUSC stock, worth $1.1 Million. This represents 0.45% of its overall portfolio holdings.
Number of Shares
48,231
Previous 45,027
7.12%
Holding current value
$1.1 Million
Previous $1.02 Billion
12.16%
% of portfolio
0.45%
Previous 0.44%
Shares
4 transactions
Others Institutions Holding SUSC
# of Institutions
257Shares Held
39.9MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc7.98MShares$181 Million0.06% of portfolio
-
Jpmorgan Chase & CO New York, NY3.16MShares$71.7 Million0.01% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA2.68MShares$60.8 Million0.23% of portfolio
-
Wealthfront Advisers LLC2.39MShares$54.3 Million0.18% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.76MShares$39.9 Million0.01% of portfolio