Topel & Distasi Wealth Management, LLC Ishares Tr Esg Aware Usd Corpo Transaction History
Topel & Distasi Wealth Management, LLC
- $241 Million
- Q3 2024
A detailed history of Topel & Distasi Wealth Management, LLC transactions in Ishares Tr Esg Aware Usd Corpo stock. As of the latest transaction made, Topel & Distasi Wealth Management, LLC holds 68,457 shares of SUSC stock, worth $1.56 Million. This represents 0.68% of its overall portfolio holdings.
Number of Shares
68,457
Previous 66,439
3.04%
Holding current value
$1.56 Million
Previous $1.51 Million
7.89%
% of portfolio
0.68%
Previous 0.66%
Shares
12 transactions
Others Institutions Holding SUSC
# of Institutions
257Shares Held
39.9MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc7.98MShares$181 Million0.06% of portfolio
-
Jpmorgan Chase & CO New York, NY3.16MShares$71.7 Million0.01% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA2.68MShares$60.8 Million0.23% of portfolio
-
Wealthfront Advisers LLC2.39MShares$54.3 Million0.18% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.76MShares$39.9 Million0.01% of portfolio