Shared Vision Wealth Group LLC Ishares Tr Esg Msci Usa Leader Transaction History
Shared Vision Wealth Group LLC
- $172 Billion
- Q2 2024
A detailed history of Shared Vision Wealth Group LLC transactions in Ishares Tr Esg Msci Usa Leader stock. As of the latest transaction made, Shared Vision Wealth Group LLC holds 5,098 shares of SUSL stock, worth $514,643. This represents 0.29% of its overall portfolio holdings.
Number of Shares
5,098
Previous 5,991
14.91%
Holding current value
$514,643
Previous $562 Million
11.66%
% of portfolio
0.29%
Previous 0.35%
Shares
3 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
-
Jpmorgan Chase & CO New York, NY608KShares$61.3 Million0.01% of portfolio