Schmidt P J Investment Management Inc Ishares Tr Esg Aware Usd Corpo Transaction History
Schmidt P J Investment Management Inc
- $563 Million
- Q4 2024
A detailed history of Schmidt P J Investment Management Inc transactions in Ishares Tr Esg Aware Usd Corpo stock. As of the latest transaction made, Schmidt P J Investment Management Inc holds 61,512 shares of SUSC stock, worth $1.41 Million. This represents 0.25% of its overall portfolio holdings.
Number of Shares
61,512
Previous 58,824
4.57%
Holding current value
$1.41 Million
Previous $1.4 Million
0.14%
% of portfolio
0.25%
Previous 0.24%
Shares
9 transactions
Others Institutions Holding SUSC
# of Institutions
281Shares Held
40.3MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc7.48MShares$172 Million0.06% of portfolio
-
Jpmorgan Chase & CO New York, NY3.42MShares$78.5 Million0.01% of portfolio
-
Wealthfront Advisers LLC2.38MShares$54.6 Million0.16% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA1.9MShares$43.5 Million0.18% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.74MShares$39.9 Million0.02% of portfolio