Axxcess Wealth Management, LLC Ishares Msci Kld 400 Social Et Transaction History

Axxcess Wealth Management, LLC

  • $4.06 Billion
  • Q2 2025

A detailed history of Axxcess Wealth Management, LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 3,072 shares of DSI stock, worth $394,721. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,072
Previous 2,121 44.84%
Holding current value
$394,721
Previous $217,000 64.06%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Jul 28, 2025
BUY
$91.62 - $116.16 $87,130 - $110,468
951 Added 44.84%
3,072 $356,000
Q1 2025

Apr 30, 2025
BUY
$101.98 - $115.66 $216,299 - $245,314
2,121 New
2,121 $217,000
Q3 2024

Nov 04, 2024
BUY
$97.81 - $108.79 $181,926 - $202,349
1,860 New
1,860 $202,000

Others Institutions Holding DSI

# of Institutions
642
Shares Held
24.6M
Call Options Held
0
Put Options Held
2.5K
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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