Willow Creek Wealth Management Inc. Ishares Tr Esg Aware Usd Corpo Transaction History
Willow Creek Wealth Management Inc.
- $945 Million
- Q4 2024
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 33,984 shares of SUSC stock, worth $780,612. This represents 0.08% of its overall portfolio holdings.
Number of Shares
33,984
Previous 29,434
15.46%
Holding current value
$780,612
Previous $684,000
12.87%
% of portfolio
0.08%
Previous 0.09%
Shares
6 transactions
Others Institutions Holding SUSC
# of Institutions
284Shares Held
38.4MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc7.48MShares$172 Million0.06% of portfolio
-
Jpmorgan Chase & CO New York, NY3.42MShares$78.7 Million0.01% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA2.53MShares$58.2 Million0.21% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.74MShares$39.9 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.69MShares$38.8 Million0.01% of portfolio