Sofi Wealth, LLC Ishares Tr Esg Aware Usd Corpo Transaction History
Sofi Wealth, LLC
- $1.44 Billion
- Q3 2025
A detailed history of Sofi Wealth, LLC transactions in Ishares Tr Esg Aware Usd Corpo stock. As of the latest transaction made, Sofi Wealth, LLC holds 34,265 shares of SUSC stock, worth $811,737. This represents 0.06% of its overall portfolio holdings.
Number of Shares
34,265
Previous 25,618
33.75%
Holding current value
$811,737
Previous $595,000
35.63%
% of portfolio
0.06%
Previous 0.04%
Shares
4 transactions
Others Institutions Holding SUSC
# of Institutions
281Shares Held
41.8MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc8.4MShares$199 Million0.06% of portfolio
-
Jpmorgan Chase & CO New York, NY3.67MShares$86.9 Million0.01% of portfolio
-
Wealthfront Advisers LLC3.04MShares$72 Million0.19% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.4MShares$56.8 Million0.02% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA1.91MShares$45.2 Million0.18% of portfolio