Wealthsource Partners, LLC Ishares Tr Esg Msci Usa Leader Transaction History

Wealthsource Partners, LLC

  • $1.52 Billion
  • Q4 2023

A detailed history of Wealthsource Partners, LLC transactions in Ishares Tr Esg Msci Usa Leader stock. As of the latest transaction made, Wealthsource Partners, LLC holds 99,750 shares of SUSL stock, worth $10.4 Million. This represents 0.55% of its overall portfolio holdings.

Number of Shares
99,750
Previous 105,813 5.73%
Holding current value
$10.4 Million
Previous $7.98 Million 5.48%
% of portfolio
0.55%
Previous 0.55%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 12, 2024
SELL
$72.21 - $84.55 $437,809 - $512,626
-6,063 Reduced 5.73%
99,750 $8.42 Million
Q3 2023

Nov 09, 2023
SELL
$74.91 - $80.11 $86,146 - $92,126
-1,150 Reduced 1.08%
105,813 $7.98 Million
Q2 2023

Aug 14, 2023
SELL
$70.03 - $77.42 $115,269 - $127,433
-1,646 Reduced 1.52%
106,963 $8.28 Million
Q1 2023

May 15, 2023
SELL
$65.64 - $72.48 $487,770 - $538,598
-7,431 Reduced 6.4%
108,609 $7.74 Million
Q4 2022

Feb 09, 2023
BUY
$61.37 - $70.88 $1.78 Million - $2.06 Million
29,032 Added 33.37%
116,040 $7.69 Million
Q3 2022

Nov 14, 2022
SELL
$61.76 - $74.65 $4.42 Million - $5.35 Million
-71,608 Reduced 45.15%
87,008 $5.37 Million
Q2 2022

Aug 10, 2022
BUY
$64.17 - $80.06 $7.76 Million - $9.68 Million
120,868 Added 320.2%
158,616 $10.5 Million
Q1 2022

May 09, 2022
BUY
$72.8 - $84.71 $2.75 Million - $3.2 Million
37,748 New
37,748 $2.99 Million

Others Institutions Holding SUSL

# of Institutions
166
Shares Held
9.6M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR ESG MSCI USA LEADER

SUSL Quotes by TradingView
  • Ticker SUSL
  • Sector ETFs
  • Industry ETFs
More about SUSL
Track This Portfolio

Track Wealthsource Partners, LLC Portfolio

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

News

Stay updated on Wealthsource Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email