Verity Wealth Advisors Ishares Tr Msci Usa Esg Select Transaction History
Verity Wealth Advisors
- $142 Million
- Q3 2024
A detailed history of Verity Wealth Advisors transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, Verity Wealth Advisors holds 23,554 shares of SUSA stock, worth $2.93 Million. This represents 2.0% of its overall portfolio holdings.
Number of Shares
23,554
Previous 23,554
-0.0%
Holding current value
$2.93 Million
Previous $2.65 Million
7.14%
% of portfolio
2.0%
Previous 1.98%
Shares
6 transactions
Others Institutions Holding SUSA
# of Institutions
503Shares Held
18.9MCall Options Held
100Put Options Held
100-
Jpmorgan Chase & CO New York, NY1.59MShares$198 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC1.49MShares$186 Million0.02% of portfolio
-
Morgan Stanley New York, NY1.16MShares$145 Million0.01% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA999KShares$124 Million0.08% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN812KShares$101 Million0.03% of portfolio