Sage View Advisory Group, LLC Ishares Tr Esg Aware Usd Corpo Transaction History
Sage View Advisory Group, LLC
- $1.97 Trillion
- Q3 2024
A detailed history of Sage View Advisory Group, LLC transactions in Ishares Tr Esg Aware Usd Corpo stock. As of the latest transaction made, Sage View Advisory Group, LLC holds 50,678 shares of SUSC stock, worth $1.15 Million. This represents 0.06% of its overall portfolio holdings.
Number of Shares
50,678
Previous 55,119
8.06%
Holding current value
$1.15 Million
Previous $1.25 Billion
3.73%
% of portfolio
0.06%
Previous 0.06%
Shares
8 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$71.6 Million0.01% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA2.68MShares$60.7 Million0.23% of portfolio
-
Wealthfront Advisers LLC2.39MShares$54.2 Million0.18% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.76MShares$39.8 Million0.01% of portfolio