Wealthsource Partners, LLC Ishares Tr Msci Usa Esg Select Transaction History
Wealthsource Partners, LLC
- $1.52 Billion
- Q4 2023
A detailed history of Wealthsource Partners, LLC transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, Wealthsource Partners, LLC holds 3,895 shares of SUSA stock, worth $442,822. This represents 0.03% of its overall portfolio holdings.
Number of Shares
3,895
Previous 3,906
0.28%
Holding current value
$442,822
Previous $351,000
11.4%
% of portfolio
0.03%
Previous 0.02%
Shares
6 transactions
Others Institutions Holding SUSA
# of Institutions
485Shares Held
19.3MCall Options Held
100Put Options Held
0-
Jpmorgan Chase & CO New York, NY1.62MShares$185 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC1.54MShares$175 Million0.02% of portfolio
-
Morgan Stanley New York, NY1.19MShares$135 Million0.01% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA1.01MShares$115 Million0.08% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN875KShares$99.4 Million0.03% of portfolio