W ADVISORS, LLC SUSL Holdings History
W ADVISORS, LLC's iShares ESG MSCI USA Leaders ETF Holding Summary
As of 2025-03-31, W ADVISORS, LLC held 70,263.00 shares of iShares ESG MSCI USA Leaders ETF(SUSL), totaling $6.73 Mil. This investment constitutes 4.21% of their stock portfolio, and W ADVISORS, LLC now holds 0.8% of the outstanding iShares ESG MSCI USA Leaders ETF(SUSL) stock.
The initial trade took place in 2022Q1. And since then W ADVISORS, LLC has made 3 purchases of SUSL, at an average price of $70.94, for a total of 97,508.00 shares. In addition, there have been 8 sales at an average price of $76.37 for 27,245.00 shares. Based on historical transaction data and SUSL's current price of $109.46, W ADVISORS, LLC's estimated gain on his SUSL holdings is $2.85 Mil, reflecting a 41.26% gain to date.
W ADVISORS, LLC SUSL ($109.46) Holding Chart
W ADVISORS, LLC SUSL ($109.46) 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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