Sage View Advisory Group, LLC Ishares Tr Esg Aware Usd Corpo Transaction History
Sage View Advisory Group, LLC
- $2.64 Trillion
- Q2 2025
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 24,026 shares of SUSC stock, worth $569,175. This represents 0.02% of its overall portfolio holdings.
Number of Shares
24,026
Previous 25,900
7.24%
Holding current value
$569,175
Previous $597 Million
7.13%
% of portfolio
0.02%
Previous 0.03%
Shares
11 transactions
Others Institutions Holding SUSC
# of Institutions
281Shares Held
41.8MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc8.4MShares$199 Million0.06% of portfolio
-
Jpmorgan Chase & CO New York, NY3.67MShares$86.9 Million0.01% of portfolio
-
Wealthfront Advisers LLC3.04MShares$72 Million0.19% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.4MShares$56.8 Million0.02% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA1.91MShares$45.2 Million0.18% of portfolio