Sax Wealth Advisors, LLC Ishares Tr Esg Aware Usd Corpo Transaction History
Sax Wealth Advisors, LLC
- $1.63 Billion
- Q2 2025
A detailed history of Sax Wealth Advisors, LLC transactions in Ishares Tr Esg Aware Usd Corpo stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 9,885 shares of SUSC stock, worth $229,430. This represents 0.01% of its overall portfolio holdings.
Number of Shares
9,885
Previous 9,435
4.77%
Holding current value
$229,430
Previous $217,000
5.53%
% of portfolio
0.01%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding SUSC
# of Institutions
283Shares Held
41.4MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc8.4MShares$195 Million0.06% of portfolio
-
Jpmorgan Chase & CO New York, NY3.67MShares$85.2 Million0.01% of portfolio
-
Wealthfront Advisers LLC3.04MShares$70.6 Million0.19% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.4MShares$55.6 Million0.02% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA1.91MShares$44.3 Million0.18% of portfolio