Wescott Financial Advisory Group, LLC Ishares Tr Ishares Esg Aware 1 Transaction History
Wescott Financial Advisory Group, LLC
- $822 Million
- Q3 2024
A detailed history of Wescott Financial Advisory Group, LLC transactions in Ishares Tr Ishares Esg Aware 1 stock. As of the latest transaction made, Wescott Financial Advisory Group, LLC holds 181,799 shares of SUSB stock, worth $4.52 Million. This represents 0.56% of its overall portfolio holdings.
Number of Shares
181,799
Previous 177,439
2.46%
Holding current value
$4.52 Million
Previous $4.35 Million
5.27%
% of portfolio
0.56%
Previous 0.57%
Shares
16 transactions
Others Institutions Holding SUSB
# of Institutions
320Shares Held
29.1MCall Options Held
0Put Options Held
0-
Goldman Sachs Group Inc New York, NY2.72MShares$67.7 Million0.01% of portfolio
-
Envestnet Asset Management Inc1.88MShares$46.9 Million0.02% of portfolio
-
Morgan Stanley New York, NY1.1MShares$27.3 Million0.0% of portfolio
-
Wealthspire Advisors, LLC New York, NY918KShares$22.8 Million0.24% of portfolio
-
Royal Bank Of Canada Toronto, A6728KShares$18.1 Million0.0% of portfolio