United Capital Financial Advisers, LLC Ishares Tr Esg Aware Usd Corpo Transaction History
United Capital Financial Advisers, LLC
- $13.5 Billion
- Q3 2025
A detailed history of United Capital Financial Advisers, LLC transactions in Ishares Tr Esg Aware Usd Corpo stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 203,000 shares of SUSC stock, worth $4.75 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
203,000
Previous 142,194
42.76%
Holding current value
$4.75 Million
Previous $3.3 Million
44.78%
% of portfolio
0.04%
Previous 0.03%
Shares
10 transactions
Others Institutions Holding SUSC
# of Institutions
296Shares Held
45.7MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc9.5MShares$222 Million0.07% of portfolio
-
Jpmorgan Chase & CO New York, NY4.37MShares$102 Million0.01% of portfolio
-
Wealthfront Advisers LLC3.31MShares$77.5 Million0.19% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.89MShares$67.6 Million0.02% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA2.09MShares$48.8 Million0.21% of portfolio