U.S. Capital Wealth Advisors, LLC Ishares Tr Esg Advanced Total Transaction History

U.S. Capital Wealth Advisors, LLC

$2.65 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Oct 19, 2023	BUY	$40.85 - $42.74 $200,491 - $209,767	4,908 New	4,908 $200,000

Others Institutions Holding EUSB

# of Institutions

163

Shares Held

13.5M

Call Options Held

0

Put Options Held

0

Black Rock Inc. New York, NY

4.98M
Shares

$212 Million
0.0% of portfolio
Envestnet Asset Management Inc

1.83M
Shares

$78.1 Million
0.03% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

662K
Shares

$28.2 Million
0.1% of portfolio
Sig Fig Wealth Management, LLC San Francisco, CA

506K
Shares

$21.6 Million
0.81% of portfolio
Impac Tfolio, LLC

409K
Shares

$17.4 Million
9.36% of portfolio

About ISHARES TR ESG ADVANCED TOTAL

Ticker EUSB
Sector Technology

More about EUSB

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