Wealthspire Advisors, LLC Ishares Tr Ishares Esg Aware 1 Transaction History
Wealthspire Advisors, LLC
- $9.93 Billion
- Q4 2024
A detailed history of Wealthspire Advisors, LLC transactions in Ishares Tr Ishares Esg Aware 1 stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 467,656 shares of SUSB stock, worth $11.6 Million. This represents 0.12% of its overall portfolio holdings.
Number of Shares
467,656
Previous 917,928
49.05%
Holding current value
$11.6 Million
Previous $23.1 Million
49.98%
% of portfolio
0.12%
Previous 0.24%
Shares
2 transactions
Others Institutions Holding SUSB
# of Institutions
326Shares Held
28.8MCall Options Held
0Put Options Held
0-
Goldman Sachs Group Inc New York, NY2.72MShares$67.4 Million0.01% of portfolio
-
Envestnet Asset Management Inc1.88MShares$46.7 Million0.02% of portfolio
-
Morgan Stanley New York, NY1.1MShares$27.2 Million0.0% of portfolio
-
Royal Bank Of Canada Toronto, A6728KShares$18 Million0.0% of portfolio
-
Pfs Investments Inc. Duluth, GA675KShares$16.7 Million0.26% of portfolio