Sax Wealth Advisors, LLC Ishares Tr Esg Msci Usa Leader Transaction History
Sax Wealth Advisors, LLC
- $1.04 Billion
- Q2 2024
A detailed history of Sax Wealth Advisors, LLC transactions in Ishares Tr Esg Msci Usa Leader stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 28,997 shares of SUSL stock, worth $2.93 Million. This represents 0.27% of its overall portfolio holdings.
Number of Shares
28,997Holding current value
$2.93 Million% of portfolio
0.27%Shares
1 transactions
Others Institutions Holding SUSL
# of Institutions
154Shares Held
9.34MCall Options Held
0Put Options Held
0-
Bank Of Italy3.2MShares$323 Million11.83% of portfolio
-
55 I, LLC Boston, MA893KShares$90.2 Million1.54% of portfolio
-
Mercer Global Advisors Inc Denver, CO740KShares$74.7 Million0.18% of portfolio
-
Envestnet Asset Management Inc672KShares$67.9 Million0.02% of portfolio
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Jpmorgan Chase & CO New York, NY608KShares$61.3 Million0.01% of portfolio