Wealth Advisory Team LLC Ishares Msci Kld 400 Social Et Transaction History
Wealth Advisory Team LLC
- $107 Billion
- Q2 2025
A detailed history of Wealth Advisory Team LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Wealth Advisory Team LLC holds 9,724 shares of DSI stock, worth $1.17 Million. This represents 1.06% of its overall portfolio holdings.
Number of Shares
9,724Holding current value
$1.17 Million% of portfolio
1.06%Shares
1 transactions
Others Institutions Holding DSI
# of Institutions
618Shares Held
25.2MCall Options Held
1KPut Options Held
1.6K-
Morgan Stanley New York, NY3.9MShares$471 Million0.03% of portfolio
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Envestnet Asset Management Inc2.03MShares$245 Million0.07% of portfolio
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Bank Of America Corp Charlotte, NC1.44MShares$174 Million0.01% of portfolio
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Jpmorgan Chase & CO New York, NY1.24MShares$150 Million0.01% of portfolio
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Lpl Financial LLC Fort Mill, SC1.01MShares$122 Million0.04% of portfolio