Affinia Financial Group, LLC Ishares Msci Kld 400 Social Et Transaction History
Affinia Financial Group, LLC
- $142 Million
- Q2 2023
A detailed history of Affinia Financial Group, LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Affinia Financial Group, LLC holds 18,414 shares of DSI stock, worth $2.09 Million. This represents 1.09% of its overall portfolio holdings.
Number of Shares
18,414
Previous 18,851
2.32%
Holding current value
$2.09 Million
Previous $1.47 Million
5.37%
% of portfolio
1.09%
Previous 1.09%
Shares
14 transactions
Others Institutions Holding DSI
# of Institutions
572Shares Held
26MCall Options Held
3KPut Options Held
800-
Morgan Stanley New York, NY4.87MShares$553 Million0.04% of portfolio
-
Envestnet Asset Management Inc2.18MShares$248 Million0.08% of portfolio
-
Bank Of America Corp Charlotte, NC1.56MShares$177 Million0.01% of portfolio
-
Jpmorgan Chase & CO New York, NY1.53MShares$173 Million0.01% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN983KShares$112 Million0.03% of portfolio