A detailed history of U.S. Capital Wealth Advisors, LLC transactions in Ishares Tr Esg Aware Usd Corpo stock. As of the latest transaction made, U.S. Capital Wealth Advisors, LLC holds 12,351 shares of SUSC stock, worth $293,583. This represents 0.01% of its overall portfolio holdings.

Number of Shares
12,351
Previous 12,093 2.13%
Holding current value
$293,583
Previous $278,000 0.72%
% of portfolio
0.01%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 11, 2024

BUY
$22.25 - $22.94 $5,740 - $5,918
258 Added 2.13%
12,351 $280,000
Q1 2024

May 10, 2024

BUY
$22.66 - $23.29 $37,570 - $38,614
1,658 Added 15.89%
12,093 $278,000
Q4 2023

Feb 06, 2024

BUY
$21.11 - $23.38 $220,282 - $243,970
10,435 New
10,435 $242,000
Q1 2023

May 11, 2023

BUY
$22.22 - $23.44 $213,956 - $225,703
9,629 New
9,629 $221,000

Others Institutions Holding SUSC

About ISHARES TR ESG AWARE USD CORPO


  • Ticker SUSC
  • Sector ETFs
  • Industry ETFs
More about SUSC
Track This Portfolio

Track U.S. Capital Wealth Advisors, LLC Portfolio

Follow U.S. Capital Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of U.S. Capital Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on U.S. Capital Wealth Advisors, LLC with notifications on news.