One Wealth Capital Management, LLC Ishares Msci Kld 400 Social Et Transaction History
One Wealth Capital Management, LLC
- $197 Billion
- Q4 2024
A detailed history of One Wealth Capital Management, LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, One Wealth Capital Management, LLC holds 6,897 shares of DSI stock, worth $780,602. This represents 0.39% of its overall portfolio holdings.
Number of Shares
6,897Holding current value
$780,602% of portfolio
0.39%Shares
1 transactions
Others Institutions Holding DSI
# of Institutions
584Shares Held
26.1MCall Options Held
3KPut Options Held
800-
Morgan Stanley New York, NY4.87MShares$551 Million0.04% of portfolio
-
Envestnet Asset Management Inc2.18MShares$247 Million0.08% of portfolio
-
Bank Of America Corp Charlotte, NC1.56MShares$176 Million0.01% of portfolio
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Jpmorgan Chase & CO New York, NY1.53MShares$173 Million0.01% of portfolio
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Ameriprise Financial Inc Minneapolis, MN983KShares$111 Million0.03% of portfolio