Sage View Advisory Group, LLC Ishares Tr Esg Aware Usd Corpo Transaction History
Sage View Advisory Group, LLC
- $2.32 Trillion
- Q4 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 50,559 shares of SUSC stock, worth $1.17 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
50,559
Previous 50,678
0.23%
Holding current value
$1.17 Million
Previous $1.21 Billion
4.72%
% of portfolio
0.05%
Previous 0.06%
Shares
9 transactions
Others Institutions Holding SUSC
# of Institutions
283Shares Held
38.4MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc7.48MShares$174 Million0.06% of portfolio
-
Jpmorgan Chase & CO New York, NY3.42MShares$79.5 Million0.01% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA2.53MShares$58.8 Million0.21% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.74MShares$40.4 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.69MShares$39.3 Million0.01% of portfolio