Wells Financial Advisors Inc Ishares Tr Esg Aware Usd Corpo Transaction History
Wells Financial Advisors Inc
- $148 Million
- Q2 2024
A detailed history of Wells Financial Advisors Inc transactions in Ishares Tr Esg Aware Usd Corpo stock. As of the latest transaction made, Wells Financial Advisors Inc holds 20,535 shares of SUSC stock, worth $476,617. This represents 0.32% of its overall portfolio holdings.
Number of Shares
20,535
Previous 20,535
-0.0%
Holding current value
$476,617
Previous $472,000
1.27%
% of portfolio
0.32%
Previous 0.33%
Shares
4 transactions
Others Institutions Holding SUSC
# of Institutions
253Shares Held
39.2MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc7.98MShares$185 Million0.06% of portfolio
-
Jpmorgan Chase & CO New York, NY3.16MShares$73.2 Million0.01% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA2.68MShares$62.1 Million0.23% of portfolio
-
Wealthfront Advisers LLC2.39MShares$55.5 Million0.18% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.96MShares$45.4 Million0.01% of portfolio