Modern Wealth Management, LLC Ishares Msci Kld 400 Social Et Transaction History

Modern Wealth Management, LLC

  • $3.78 Billion
  • Q2 2025

A detailed history of Modern Wealth Management, LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Modern Wealth Management, LLC holds 20,960 shares of DSI stock, worth $2.6 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
20,960
Previous 2,143 878.07%
Holding current value
$2.6 Million
Previous $219,000 1011.42%
% of portfolio
0.06%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
$91.62 - $116.16 $1.72 Million - $2.19 Million
18,817 Added 878.07%
20,960 $2.43 Million
Q4 2024

Feb 11, 2025
BUY
$107.41 - $115.71 $230,179 - $247,966
2,143 New
2,143 $239 Million

Others Institutions Holding DSI

# of Institutions
628
Shares Held
24.9M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES MSCI KLD 400 SOCIAL ET

DSI Quotes by TradingView
  • Ticker DSI
  • Sector ETFs
  • Industry ETFs
More about DSI
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