Wfa Of San Diego, LLC Ishares Tr Ishares Esg Aware 1 Transaction History
Wfa Of San Diego, LLC
- $116 Million
- Q3 2024
A detailed history of Wfa Of San Diego, LLC transactions in Ishares Tr Ishares Esg Aware 1 stock. As of the latest transaction made, Wfa Of San Diego, LLC holds 5,126 shares of SUSB stock, worth $126,971. This represents 0.11% of its overall portfolio holdings.
Number of Shares
5,126
Previous 5,126
-0.0%
Holding current value
$126,971
Previous $125,000
2.4%
% of portfolio
0.11%
Previous 0.11%
Shares
3 transactions
Others Institutions Holding SUSB
# of Institutions
309Shares Held
28MCall 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
-
Wealthspire Advisors, LLC New York, NY918KShares$22.7 Million0.24% of portfolio
-
Royal Bank Of Canada Toronto, A6728KShares$18 Million0.0% of portfolio