Stratos Wealth Partners, Ltd. Ishares Tr Esg Msci Usa Leader Transaction History

Stratos Wealth Partners, Ltd.

$6.79 Billion
Q3 2024

A detailed history of Stratos Wealth Partners, Ltd. transactions in Ishares Tr Esg Msci Usa Leader stock. As of the latest transaction made, Stratos Wealth Partners, Ltd. holds 7,757 shares of SUSL stock, worth $820,845. This represents 0.01% of its overall portfolio holdings.

Number of Shares

7,757

Previous 8,074 3.93%

Holding current value

$820,845

Previous $786,000 0.13%

% of portfolio

0.01%

Previous 0.01%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 17, 2024	SELL	$91.41 - $101.59 $28,976 - $32,204	-317 Reduced 3.93%	7,757 $787,000
Q2 2024 Jul 24, 2024	BUY	$87.95 - $97.99 $4,485 - $4,997	51 Added 0.64%	8,074 $786,000
Q1 2024 Apr 16, 2024	SELL	$82.96 - $93.97 $9,208 - $10,430	-111 Reduced 1.36%	8,023 $752,000
Q4 2023 Jan 24, 2024	SELL	$72.21 - $84.55 $35,166 - $41,175	-487 Reduced 5.65%	8,134 $686,000
Q3 2023 Oct 24, 2023	BUY	$74.91 - $80.11 $84,723 - $90,604	1,131 Added 15.1%	8,621 $650,000
Q2 2023 Jul 18, 2023	BUY	$70.03 - $77.42 $16,387 - $18,116	234 Added 3.22%	7,490 $579,000
Q1 2023 Apr 27, 2023	BUY	$65.64 - $72.48 $476,283 - $525,914	7,256 New	7,256 $517,000

Others Institutions Holding SUSL

# of Institutions

166

Shares Held

9.61M

Call Options Held

Put Options Held

View Full List

About ISHARES TR ESG MSCI USA LEADER

Ticker SUSL
Sector ETFs
Industry ETFs

More about SUSL

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Stratos Wealth Partners, Ltd., based on Form 13F filings with the SEC.

News

Stay updated on Stratos Wealth Partners, Ltd. with notifications on news.

Account

Stratos Wealth Partners, Ltd. Ishares Tr Esg Msci Usa Leader Transaction History