Talisman Wealth Advisors LLC Ishares Msci Kld 400 Social Et Transaction History
Talisman Wealth Advisors LLC
- $86.2 Million
- Q2 2024
A detailed history of Talisman Wealth Advisors LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Talisman Wealth Advisors LLC holds 1,965 shares of DSI stock, worth $221,298. This represents 0.24% of its overall portfolio holdings.
Number of Shares
1,965Holding current value
$221,298% of portfolio
0.24%Shares
1 transactions
Others Institutions Holding DSI
# of Institutions
566Shares Held
26.2MCall Options Held
3KPut Options Held
700-
Morgan Stanley New York, NY4.76MShares$537 Million0.04% of portfolio
-
Envestnet Asset Management Inc2.18MShares$246 Million0.08% of portfolio
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Bank Of America Corp Charlotte, NC1.63MShares$184 Million0.02% of portfolio
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Jpmorgan Chase & CO New York, NY1.53MShares$172 Million0.01% of portfolio
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Ameriprise Financial Inc Minneapolis, MN1MShares$113 Million0.03% of portfolio