Verity Wealth Advisors Ishares Tr Ishares Esg Aware 1 Transaction History
Verity Wealth Advisors
- $135 Million
- Q1 2025
A detailed history of Verity Wealth Advisors transactions in Ishares Tr Ishares Esg Aware 1 stock. As of the latest transaction made, Verity Wealth Advisors holds 26,322 shares of SUSB stock, worth $659,102. This represents 0.49% of its overall portfolio holdings.
Number of Shares
26,322
Previous 25,716
2.36%
Holding current value
$659,102
Previous $635,000
3.46%
% of portfolio
0.49%
Previous 0.46%
Shares
6 transactions
Others Institutions Holding SUSB
# of Institutions
333Shares Held
28.6MCall Options Held
0Put Options Held
0-
Goldman Sachs Group Inc New York, NY3.22MShares$80.6 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.08MShares$27.2 Million0.01% of portfolio
-
Morgan Stanley New York, NY994KShares$24.9 Million0.0% of portfolio
-
Royal Bank Of Canada Toronto, A6929KShares$23.3 Million0.01% of portfolio
-
Envestnet Asset Management Inc757KShares$19 Million0.01% of portfolio