Wealthgarden F.S. LLC Ishares Msci Kld 400 Social Et Transaction History

Wealthgarden F.S. LLC

$94.9 Billion
Q2 2024

A detailed history of Wealthgarden F.S. LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Wealthgarden F.S. LLC holds 4,059 shares of DSI stock, worth $463,213. This represents 0.44% of its overall portfolio holdings.

Number of Shares

4,059

Holding current value

$463,213

% of portfolio

0.44%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 07, 2024	BUY	$94.27 - $104.77 $382,641 - $425,261	4,059 New	4,059 $422 Million

Others Institutions Holding DSI

# of Institutions

567

Shares Held

26.1M

Call Options Held

Put Options Held

700

Morgan Stanley New York, NY

4.76M
Shares

$544 Million
0.04% of portfolio
Envestnet Asset Management Inc

2.18M
Shares

$249 Million
0.08% of portfolio
Bank Of America Corp Charlotte, NC

1.63M
Shares

$186 Million
0.02% of portfolio
Jpmorgan Chase & CO New York, NY

1.53M
Shares

$174 Million
0.01% of portfolio
Ameriprise Financial Inc Minneapolis, MN

1M
Shares

$114 Million
0.03% of portfolio

View Full List

About ISHARES MSCI KLD 400 SOCIAL ET

Ticker DSI
Sector ETFs
Industry ETFs

More about DSI

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealthgarden F.S. LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealthgarden F.S. LLC with notifications on news.

Account

Wealthgarden F.S. LLC Ishares Msci Kld 400 Social Et Transaction History