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 $801,115. This represents 0.06% of its overall portfolio holdings.
Number of Shares
34,265
Previous 25,618
33.75%
Holding current value
$801,115
Previous $595,000
35.63%
% of portfolio
0.06%
Previous 0.04%
Shares
4 transactions
Others Institutions Holding SUSC
# of Institutions
295Shares Held
45.8MCall 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