U.S. Capital Wealth Advisors, LLC Ishares Tr Esg Aware Usd Corpo Transaction History
U.S. Capital Wealth Advisors, LLC
- $2.65 Billion
- Q3 2024
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 13,899 shares of SUSC stock, worth $318,982. This represents 0.01% of its overall portfolio holdings.
Number of Shares
13,899
Previous 12,351
12.53%
Holding current value
$318,982
Previous $280,000
17.86%
% of portfolio
0.01%
Previous 0.01%
Shares
5 transactions
Others Institutions Holding SUSC
# of Institutions
252Shares Held
39.8MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc7.98MShares$183 Million0.06% of portfolio
-
Jpmorgan Chase & CO New York, NY3.16MShares$72.4 Million0.01% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA2.68MShares$61.4 Million0.23% of portfolio
-
Wealthfront Advisers LLC2.39MShares$54.9 Million0.18% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.76MShares$40.3 Million0.01% of portfolio