Williams Financial, LLC Ishares Tr Esg Aware Usd Corpo Transaction History
Williams Financial, LLC
- $160 Million
- Q3 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 9,169 shares of SUSC stock, worth $212,812. This represents 0.14% of its overall portfolio holdings.
Number of Shares
9,169
Previous 10,168
9.82%
Holding current value
$212,812
Previous $231,000
5.63%
% of portfolio
0.14%
Previous 0.15%
Shares
6 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