A detailed history of Wealthcare Advisory Partners LLC transactions in Ishares Tr Esg Msci Usa Leader stock. As of the latest transaction made, Wealthcare Advisory Partners LLC holds 5,542 shares of SUSL stock, worth $582,519. This represents 0.02% of its overall portfolio holdings.

Number of Shares
5,542
Previous 5,536 0.11%
Holding current value
$582,519
Previous $539,000 4.27%
% of portfolio
0.02%
Previous 0.02%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 04, 2024

BUY
$91.41 - $101.59 $548 - $609
6 Added 0.11%
5,542 $562,000
Q2 2024

Aug 09, 2024

BUY
$87.95 - $97.99 $1,055 - $1,175
12 Added 0.22%
5,536 $539,000
Q1 2024

Apr 15, 2024

SELL
$82.96 - $93.97 $59,980 - $67,940
-723 Reduced 11.57%
5,524 $518,000
Q4 2023

Feb 06, 2024

BUY
$72.21 - $84.55 $451,095 - $528,183
6,247 New
6,247 $527,000
Q4 2022

Feb 13, 2023

BUY
$61.37 - $70.88 $600,137 - $693,135
9,779 Added 241.93%
13,821 $916,000
Q3 2022

Nov 14, 2022

BUY
$61.76 - $74.65 $249,633 - $301,735
4,042 New
4,042 $250,000

Others Institutions Holding SUSL

About ISHARES TR ESG MSCI USA LEADER


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

Track Wealthcare Advisory Partners LLC Portfolio

Follow Wealthcare Advisory Partners 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 Wealthcare Advisory Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealthcare Advisory Partners LLC with notifications on news.