Willow Creek Wealth Management Inc. Ishares Tr Esg Aware Usd Corpo Transaction History
Willow Creek Wealth Management Inc.
- $782 Million
- Q4 2023
A detailed history of Willow Creek Wealth Management Inc. transactions in Ishares Tr Esg Aware Usd Corpo stock. As of the latest transaction made, Willow Creek Wealth Management Inc. holds 29,434 shares of SUSC stock, worth $699,646. This represents 0.09% of its overall portfolio holdings.
Number of Shares
29,434
Previous 29,411
0.08%
Holding current value
$699,646
Previous $639,000
7.04%
% of portfolio
0.09%
Previous 0.1%
Shares
5 transactions
Others Institutions Holding SUSC
# of Institutions
253Shares Held
38.3MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc7.95MShares$189 Million0.06% of portfolio
-
Jpmorgan Chase & CO New York, NY2.85MShares$67.8 Million0.01% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA2.66MShares$63.2 Million0.23% of portfolio
-
Wealthfront Advisers LLC2.3MShares$54.6 Million0.18% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.96MShares$46.5 Million0.01% of portfolio