Schneider Downs Wealth Management Advisors, LP Ishares Tr Esg Aware Usd Corpo Transaction History
Schneider Downs Wealth Management Advisors, LP
- $815 Million
- Q3 2025
A detailed history of Schneider Downs Wealth Management Advisors, LP transactions in Ishares Tr Esg Aware Usd Corpo stock. As of the latest transaction made, Schneider Downs Wealth Management Advisors, LP holds 38,911 shares of SUSC stock, worth $909,739. This represents 0.11% of its overall portfolio holdings.
Number of Shares
38,911
Previous 36,619
6.26%
Holding current value
$909,739
Previous $850,000
7.76%
% of portfolio
0.11%
Previous 0.13%
Shares
8 transactions
Others Institutions Holding SUSC
# of Institutions
297Shares Held
45.7MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc9.5MShares$222 Million0.07% of portfolio
-
Jpmorgan Chase & CO New York, NY4.37MShares$102 Million0.01% of portfolio
-
Wealthfront Advisers LLC3.31MShares$77.5 Million0.19% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.89MShares$67.6 Million0.02% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA2.09MShares$48.8 Million0.21% of portfolio