Concurrent Investment Advisors, LLC Ishares Msci Kld 400 Social Et Transaction History
Concurrent Investment Advisors, LLC
- $3.04 Trillion
- Q2 2024
A detailed history of Concurrent Investment Advisors, LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 2,137 shares of DSI stock, worth $229,684. This represents 0.01% of its overall portfolio holdings.
Number of Shares
2,137
Previous 2,136
0.05%
Holding current value
$229,684
Previous $215 Million
3.1%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding DSI
# of Institutions
553Shares Held
26.4MCall Options Held
3KPut Options Held
700-
Morgan Stanley New York, NY4.76MShares$512 Million0.04% of portfolio
-
Envestnet Asset Management Inc2.42MShares$260 Million0.09% of portfolio
-
Bank Of America Corp Charlotte, NC1.63MShares$175 Million0.02% of portfolio
-
Jpmorgan Chase & CO New York, NY1.55MShares$166 Million0.01% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1MShares$108 Million0.03% of portfolio