West Financial Advisors, LLC Ishares Tr Msci Usa Esg Select Call Options Transaction History

West Financial Advisors, LLC

$518 Million
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding SUSA

# of Institutions

501

Shares Held

18.8M

Call Options Held

100

Put Options Held

100

Jpmorgan Chase & CO New York, NY

1.59M
Shares

$199 Million
0.02% of portfolio
Bank Of America Corp Charlotte, NC

1.49M
Shares

$186 Million
0.02% of portfolio
Morgan Stanley New York, NY

1.16M
Shares

$145 Million
0.01% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

999K
Shares

$125 Million
0.08% of portfolio
Ameriprise Financial Inc Minneapolis, MN

812K
Shares

$101 Million
0.03% of portfolio

About ISHARES TR MSCI USA ESG SELECT

Ticker SUSA
Sector ETFs
Industry ETFs

More about SUSA

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of West Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on West Financial Advisors, LLC with notifications on news.