Financial Perspectives, Inc Ishares Msci Kld 400 Social Et Transaction History
Financial Perspectives, Inc
- $264 Billion
- Q1 2024
A detailed history of Financial Perspectives, Inc transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Financial Perspectives, Inc holds 790 shares of DSI stock, worth $82,570. This represents 0.03% of its overall portfolio holdings.
Number of Shares
790
Previous 789
0.13%
Holding current value
$82,570
Previous $71.8 Million
10.99%
% of portfolio
0.03%
Previous 0.03%
Shares
15 transactions
Others Institutions Holding DSI
# of Institutions
535Shares Held
25.5MCall Options Held
3KPut Options Held
400-
Morgan Stanley New York, NY4.55MShares$476 Million0.04% of portfolio
-
Envestnet Asset Management Inc2.42MShares$253 Million0.09% of portfolio
-
Jpmorgan Chase & CO New York, NY1.63MShares$170 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.57MShares$164 Million0.01% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.01MShares$105 Million0.03% of portfolio