Transform Wealth, LLC Ishares Tr Msci Usa Esg Select Transaction History
Transform Wealth, LLC
- $1.31 Billion
- Q2 2024
A detailed history of Transform Wealth, LLC transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, Transform Wealth, LLC holds 3,055 shares of SUSA stock, worth $365,439. This represents 0.03% of its overall portfolio holdings.
Number of Shares
3,055
Previous 3,258
6.23%
Holding current value
$365,439
Previous $355,000
3.38%
% of portfolio
0.03%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding SUSA
# of Institutions
490Shares Held
19MCall Options Held
200Put Options Held
0-
Jpmorgan Chase & CO New York, NY1.6MShares$192 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC1.5MShares$180 Million0.02% of portfolio
-
Morgan Stanley New York, NY1.18MShares$141 Million0.01% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA1MShares$120 Million0.08% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN837KShares$100 Million0.03% of portfolio