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 8,023 shares of SUSL stock, worth $791,789. This represents 0.01% of its overall portfolio holdings.

Number of Shares
8,023
Previous 8,134 1.36%
Holding current value
$791,789
Previous $686,000 9.62%
% of portfolio
0.01%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About ISHARES TR ESG MSCI USA LEADER


  • Ticker SUSL
  • Sector ETFs
  • Industry ETFs
More about SUSL
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