Topel & Distasi Wealth Management, LLC Ishares Tr Esg Aware Usd Corpo Put Options Transaction History

Topel & Distasi Wealth Management, LLC

$241 Million
Q3 2024

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding SUSC

# of Institutions

257

Shares Held

39.9M

Call Options Held

0

Put Options Held

0

Envestnet Asset Management Inc

7.98M
Shares

$185 Million
0.06% of portfolio
Jpmorgan Chase & CO New York, NY

3.16M
Shares

$73.1 Million
0.01% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

2.68M
Shares

$62 Million
0.23% of portfolio
Wealthfront Advisers LLC

2.39M
Shares

$55.4 Million
0.18% of portfolio
Ameriprise Financial Inc Minneapolis, MN

1.76M
Shares

$40.7 Million
0.01% of portfolio

About ISHARES TR ESG AWARE USD CORPO

Ticker SUSC
Sector ETFs
Industry ETFs

More about SUSC

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Topel & Distasi Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Topel & Distasi Wealth Management, LLC with notifications on news.