R Pg Family Wealth Advisory, LLC Ishares Tr Esg Msci Usa Leader Transaction History
R Pg Family Wealth Advisory, LLC
- $296 Million
- Q1 2024
A detailed history of R Pg Family Wealth Advisory, LLC transactions in Ishares Tr Esg Msci Usa Leader stock. As of the latest transaction made, R Pg Family Wealth Advisory, LLC holds 72,418 shares of SUSL stock, worth $7.1 Million. This represents 2.3% of its overall portfolio holdings.
Number of Shares
72,418
Previous 69,327
4.46%
Holding current value
$7.1 Million
Previous $5.85 Million
16.19%
% of portfolio
2.3%
Previous 2.24%
Shares
16 transactions
Others Institutions Holding SUSL
# of Institutions
152Shares Held
11MCall Options Held
0Put Options Held
0-
Bank Of Italy4.96MShares$486 Million12.87% of portfolio
-
55 I, LLC Boston, MA893KShares$87.5 Million1.54% of portfolio
-
Jpmorgan Chase & CO New York, NY680KShares$66.6 Million0.01% of portfolio
-
Mercer Global Advisors Inc Denver, CO665KShares$65.2 Million0.18% of portfolio
-
Envestnet Asset Management Inc596KShares$58.4 Million0.02% of portfolio