Williams Financial, LLC Ishares Tr Esg Aware Usd Corpo Transaction History
Williams Financial, LLC
- $150 Million
- Q2 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 10,168 shares of SUSC stock, worth $240,676. This represents 0.15% of its overall portfolio holdings.
Number of Shares
10,168
Previous 628,866
98.38%
Holding current value
$240,676
Previous $14.3 Million
98.38%
% of portfolio
0.15%
Previous 0.15%
Shares
5 transactions
Others Institutions Holding SUSC
# of Institutions
252Shares Held
38.3MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc7.95MShares$188 Million0.06% of portfolio
-
Jpmorgan Chase & CO New York, NY2.85MShares$67.6 Million0.01% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA2.66MShares$62.9 Million0.23% of portfolio
-
Wealthfront Advisers LLC2.3MShares$54.4 Million0.18% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.96MShares$46.3 Million0.01% of portfolio