Baystate Wealth Management LLC Ishares Msci Kld 400 Social Et Transaction History
Baystate Wealth Management LLC
- $1.36 Billion
- Q4 2023
A detailed history of Baystate Wealth Management LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Baystate Wealth Management LLC holds 63,917 shares of DSI stock, worth $6.6 Million. This represents 0.43% of its overall portfolio holdings.
Number of Shares
63,917
Previous 64,781
1.33%
Holding current value
$6.6 Million
Previous $5.27 Million
10.35%
% of portfolio
0.43%
Previous 0.43%
Shares
26 transactions
Others Institutions Holding DSI
# of Institutions
552Shares Held
26.4MCall Options Held
3KPut Options Held
700-
Morgan Stanley New York, NY4.76MShares$492 Million0.04% of portfolio
-
Envestnet Asset Management Inc2.42MShares$250 Million0.09% of portfolio
-
Bank Of America Corp Charlotte, NC1.63MShares$169 Million0.02% of portfolio
-
Jpmorgan Chase & CO New York, NY1.55MShares$160 Million0.01% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1MShares$103 Million0.03% of portfolio