Atria Wealth Solutions, Inc. Ishares Msci Kld 400 Social Et Transaction History

Atria Wealth Solutions, Inc.

$8.89 Billion
Q3 2024

A detailed history of Atria Wealth Solutions, Inc. transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 77,011 shares of DSI stock, worth $8.78 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares

77,011

Previous 82,292 6.42%

Holding current value

$8.78 Million

Previous $8.55 Million 1.97%

% of portfolio

0.09%

Previous 0.1%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 08, 2024	SELL	$97.81 - $108.79 $516,534 - $574,519	-5,281 Reduced 6.42%	77,011 $8.38 Million
Q2 2024 Jul 22, 2024	SELL	$94.27 - $104.77 $212,390 - $236,046	-2,253 Reduced 2.66%	82,292 $8.55 Million
Q1 2024 May 13, 2024	BUY	$89.27 - $100.81 $105,070 - $118,653	1,177 Added 1.41%	84,545 $8.52 Million
Q4 2023 Feb 02, 2024	BUY	$77.74 - $91.23 $837,337 - $982,638	10,771 Added 14.84%	83,368 $7.59 Million
Q3 2023 Nov 08, 2023	SELL	$80.77 - $87.25 $537,685 - $580,823	-6,657 Reduced 8.4%	72,597 $5.91 Million
Q2 2023 Aug 03, 2023	BUY	$76.24 - $84.24 $463,539 - $512,179	6,080 Added 8.31%	79,254 $6.67 Million
Q1 2023 Aug 22, 2023	SELL	$71.07 - $79.2 $724,700 - $807,602	-10,197 Reduced 12.87%	69,057 $5.39 Million
Q1 2023 Jun 14, 2023	BUY	$71.07 - $79.2 $292,595 - $326,066	4,117 Added 5.96%	73,174 $5.71 Million
Q1 2023 May 10, 2023	SELL	$71.07 - $79.2 $292,595 - $326,066	-4,117 Reduced 5.63%	69,057 $5.39 Million
Q4 2022 Aug 30, 2023	SELL	$66.36 - $76.94 $403,468 - $467,795	-6,080 Reduced 7.67%	73,174 $5.25 Million
Q4 2022 Feb 13, 2023	BUY	$66.36 - $76.94 $202,597 - $234,897	3,053 Added 4.35%	73,174 $5.25 Million
Q3 2022 Nov 14, 2022	SELL	$66.97 - $81.69 $241,359 - $294,410	-3,604 Reduced 4.89%	70,121 $4.7 Million
Q2 2022 Aug 15, 2022	BUY	$69.6 - $87.62 $1.77 Million - $2.22 Million	25,374 Added 52.48%	73,725 $5.3 Million
Q1 2022 May 16, 2022	BUY	$79.44 - $93.34 $3.84 Million - $4.51 Million	48,351 New	48,351 $4.19 Million

Others Institutions Holding DSI

# of Institutions

574

Shares Held

26M

Call Options Held

Put Options Held

800

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About ISHARES MSCI KLD 400 SOCIAL ET

Ticker DSI
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Atria Wealth Solutions, Inc. Ishares Msci Kld 400 Social Et Transaction History