Lifelong Wealth Advisors, Inc. Ishares Msci Kld 400 Social Et Transaction History

Lifelong Wealth Advisors, Inc.

  • $301 Billion
  • Q2 2025

A detailed history of Lifelong Wealth Advisors, Inc. transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Lifelong Wealth Advisors, Inc. holds 5,102 shares of DSI stock, worth $594,434. This represents 0.2% of its overall portfolio holdings.

Number of Shares
5,102
Previous 5,092 0.2%
Holding current value
$594,434
Previous $521 Million 13.65%
% of portfolio
0.2%
Previous 0.24%

Shares

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

Jul 09, 2025
BUY
$91.62 - $116.16 $916 - $1,161
10 Added 0.2%
5,102 $593 Million
Q1 2025

Apr 23, 2025
BUY
$101.98 - $115.66 $78,218 - $88,711
767 Added 17.73%
5,092 $521 Million
Q4 2024

Feb 13, 2025
BUY
$107.41 - $115.71 $464,548 - $500,445
4,325 New
4,325 $477 Million

Others Institutions Holding DSI

# of Institutions
607
Shares Held
25.5M
Call Options Held
1K
Put Options Held
1.6K
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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