Ridgeline Wealth, LLC Ishares Tr Esg Msci Usa Leader Transaction History

Ridgeline Wealth, LLC

$123 Billion
Q4 2024

A detailed history of Ridgeline Wealth, LLC transactions in Ishares Tr Esg Msci Usa Leader stock. As of the latest transaction made, Ridgeline Wealth, LLC holds 3,350 shares of SUSL stock, worth $347,428. This represents 0.28% of its overall portfolio holdings.

Number of Shares

3,350

Holding current value

$347,428

% of portfolio

0.28%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 06, 2025	BUY	$100.38 - $107.86 $336,273 - $361,331	3,350 New	3,350 $345 Million

Others Institutions Holding SUSL

# of Institutions

168

Shares Held

9.63M

Call Options Held

Put Options Held

Bank Of Italy

3.2M
Shares

$332 Million
13.35% of portfolio
55 I, LLC Boston, MA

893K
Shares

$92.7 Million
1.54% of portfolio
Mercer Global Advisors Inc Denver, CO

826K
Shares

$85.7 Million
0.18% of portfolio
Envestnet Asset Management Inc

773K
Shares

$80.2 Million
0.03% of portfolio
Jpmorgan Chase & CO New York, NY

574K
Shares

$59.5 Million
0.0% of portfolio

View Full List

About ISHARES TR ESG MSCI USA LEADER

Ticker SUSL
Sector ETFs
Industry ETFs

More about SUSL

Track This Portfolio

Portfolio Update

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

News

Stay updated on Ridgeline Wealth, LLC with notifications on news.

Account

Ridgeline Wealth, LLC Ishares Tr Esg Msci Usa Leader Transaction History