Sage View Advisory Group, LLC Ishares Msci Kld 400 Social Et Transaction History
Sage View Advisory Group, LLC
- $2.64 Trillion
- Q2 2025
A detailed history of Sage View Advisory Group, LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Sage View Advisory Group, LLC holds 41,072 shares of DSI stock, worth $4.95 Million. This represents 0.19% of its overall portfolio holdings.
Number of Shares
41,072
Previous 41,880
1.93%
Holding current value
$4.95 Million
Previous $4.29 Billion
15.52%
% of portfolio
0.19%
Previous 0.18%
Shares
10 transactions
Others Institutions Holding DSI
# of Institutions
624Shares Held
25.1MCall Options Held
1KPut Options Held
1.6K-
Morgan Stanley New York, NY3.9MShares$470 Million0.03% of portfolio
-
Envestnet Asset Management Inc1.98MShares$239 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC1.44MShares$174 Million0.01% of portfolio
-
Jpmorgan Chase & CO New York, NY1.24MShares$149 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.16MShares$140 Million0.05% of portfolio