Big Sur Wealth Management LLC Ishares Msci Kld 400 Social Et Transaction History

Big Sur Wealth Management LLC

  • $378 Million
  • Q3 2025

A detailed history of Big Sur Wealth Management LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Big Sur Wealth Management LLC holds 20,000 shares of DSI stock, worth $2.54 Million. This represents 0.67% of its overall portfolio holdings.

Number of Shares
20,000
Previous 20,000 -0.0%
Holding current value
$2.54 Million
Previous $2.32 Million 8.44%
% of portfolio
0.67%
Previous 0.62%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Aug 14, 2023
SELL
$76.24 - $84.24 $1.52 Million - $1.68 Million
-20,000 Reduced 50.0%
20,000 $1.68 Million
Q4 2020

Jan 22, 2021
BUY
$62.23 - $71.54 $1.24 Million - $1.43 Million
20,000 Added 100.0%
40,000 $2.86 Million
Q2 2020

Jul 31, 2020
BUY
$46.66 - $61.22 $933,199 - $1.22 Million
20,000 New
20,000 $2.36 Million

Others Institutions Holding DSI

# of Institutions
642
Shares Held
24.4M
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
Track This Portfolio

Track Big Sur Wealth Management LLC Portfolio

Follow Big Sur Wealth 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 Big Sur Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Big Sur Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email