Williams Financial, LLC Ishares Tr Esg Aware Usd Corpo Transaction History
Williams Financial, LLC
- $150 Million
- Q1 2024
A detailed history of Williams Financial, LLC transactions in Ishares Tr Esg Aware Usd Corpo stock. As of the latest transaction made, Williams Financial, LLC holds 10,618 shares of SUSC stock, worth $241,240. This represents 0.16% of its overall portfolio holdings.
Number of Shares
10,618
Previous 9,781
8.56%
Holding current value
$241,240
Previous $227,000
7.49%
% of portfolio
0.16%
Previous 0.17%
Shares
3 transactions
Others Institutions Holding SUSC
# of Institutions
241Shares Held
36.8MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc7.87MShares$179 Million0.07% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA2.63MShares$59.8 Million0.24% of portfolio
-
Jpmorgan Chase & CO New York, NY2.31MShares$52.6 Million0.0% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.12MShares$48.2 Million0.01% of portfolio
-
Wealthfront Advisers LLC2.06MShares$46.7 Million0.17% of portfolio