Spectrum Planning & Advisory Services Inc. Ishares Tr Ishares Esg Aware 1 Transaction History

Spectrum Planning & Advisory Services Inc.

$101 Million
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Oct 13, 2021	SELL	$25.95 - $26.1 $365,012 - $367,122	-14,066 Closed	0 $0
Q2 2021 Jul 19, 2021	BUY	$25.93 - $26.12 $364,731 - $367,403	14,066 New	14,066 $366,000

Others Institutions Holding SUSB

# of Institutions

310

Shares Held

28M

Call Options Held

Put Options Held

Goldman Sachs Group Inc New York, NY

2.72M
Shares

$67.1 Million
0.01% of portfolio
Envestnet Asset Management Inc

1.88M
Shares

$46.5 Million
0.02% of portfolio
Morgan Stanley New York, NY

1.1M
Shares

$27.1 Million
0.0% of portfolio
Wealthspire Advisors, LLC New York, NY

918K
Shares

$22.6 Million
0.24% of portfolio
Royal Bank Of Canada Toronto, A6

728K
Shares

$17.9 Million
0.0% of portfolio

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