Theory Financial LLC Ishares Tr Esg Aware Usd Corpo Transaction History
Theory Financial LLC
- $261 Million
- Q3 2024
A detailed history of Theory Financial LLC transactions in Ishares Tr Esg Aware Usd Corpo stock. As of the latest transaction made, Theory Financial LLC holds 12,572 shares of SUSC stock, worth $288,527. This represents 0.11% of its overall portfolio holdings.
Number of Shares
12,572
Previous 10,135
24.05%
Holding current value
$288,527
Previous $230,000
30.0%
% of portfolio
0.11%
Previous 0.11%
Shares
3 transactions
Others Institutions Holding SUSC
# of Institutions
252Shares Held
39.8MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc7.98MShares$183 Million0.06% of portfolio
-
Jpmorgan Chase & CO New York, NY3.16MShares$72.4 Million0.01% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA2.68MShares$61.4 Million0.23% of portfolio
-
Wealthfront Advisers LLC2.39MShares$54.9 Million0.18% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.76MShares$40.3 Million0.01% of portfolio