Belpointe Asset Management LLC Ishares Msci Kld 400 Social Et Transaction History

Belpointe Asset Management LLC

  • $1.49 Billion
  • Q3 2024

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

May 15, 2023
SELL
$71.07 - $79.2 $5,969 - $6,652
-84 Reduced 7.57%
1,025 $79,000
Q4 2022

Feb 08, 2023
BUY
$66.36 - $76.94 $73,593 - $85,326
1,109 New
1,109 $79,000
Q2 2022

Aug 02, 2022
BUY
$69.6 - $87.62 $99,179 - $124,858
1,425 New
1,425 $102,000
Q1 2021

May 14, 2021
SELL
$70.61 - $76.36 $102,243 - $110,569
-1,448 Closed
0 $0
Q4 2020

Feb 16, 2021
BUY
$62.23 - $71.54 $90,109 - $103,589
1,448 New
1,448 $103,000

Others Institutions Holding DSI

# of Institutions
574
Shares Held
26M
Call Options Held
3K
Put Options Held
800
View Full List

About ISHARES MSCI KLD 400 SOCIAL ET

DSI Quotes by TradingView
  • Ticker DSI
  • Sector ETFs
  • Industry ETFs
More about DSI
Track This Portfolio

Track Belpointe Asset Management LLC Portfolio

Follow Belpointe Asset Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Belpointe Asset Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Belpointe Asset Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email