First Ascent Asset Management, LLC SUSL Holdings History
First Ascent Asset Management, LLC's iShares ESG MSCI USA Leaders ETF Holding Summary
As of 2023-12-31, First Ascent Asset Management, LLC held 170,114.00 shares of iShares ESG MSCI USA Leaders ETF(SUSL), totaling $14.35 Mil. This investment constitutes 1.62% of their stock portfolio, and First Ascent Asset Management, LLC now holds 0.38% of the outstanding iShares ESG MSCI USA Leaders ETF(SUSL) stock.
The initial trade took place in 2021Q3. And since then First Ascent Asset Management, LLC has made 10 purchases of SUSL, at an average price of $75.98, for a total of 170,114.00 shares. Based on historical transaction data and SUSL's current price of $110.52, First Ascent Asset Management, LLC's estimated gain on his SUSL holdings is $5.88 Mil, reflecting a 45.45% gain to date.
First Ascent Asset Management, LLC SUSL ($110.52) Holding Chart
First Ascent Asset Management, LLC SUSL ($110.52) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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