Private Wealth Management Group, LLC Ishares Tr Esg Aware Usd Corpo Call Options Transaction History

Private Wealth Management Group, LLC

$253 Billion
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding SUSC

# of Institutions

257

Shares Held

39.9M

Call Options Held

0

Put Options Held

0

Envestnet Asset Management Inc

7.98M
Shares

$181 Million
0.06% of portfolio
Jpmorgan Chase & CO New York, NY

3.16M
Shares

$71.6 Million
0.01% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

2.68M
Shares

$60.7 Million
0.23% of portfolio
Wealthfront Advisers LLC

2.39M
Shares

$54.2 Million
0.18% of portfolio
Ameriprise Financial Inc Minneapolis, MN

1.76M
Shares

$39.8 Million
0.01% of portfolio

About ISHARES TR ESG AWARE USD CORPO

Ticker SUSC
Sector ETFs
Industry ETFs

More about SUSC

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Private Wealth Management Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Private Wealth Management Group, LLC with notifications on news.