Bordeaux Wealth Advisors LLC Ishares Msci Kld 400 Social Et Transaction History

Bordeaux Wealth Advisors LLC

  • $777 Million
  • Q2 2025

A detailed history of Bordeaux Wealth Advisors LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Bordeaux Wealth Advisors LLC holds 12,000 shares of DSI stock, worth $1.51 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares
12,000
Previous 12,000 -0.0%
Holding current value
$1.51 Million
Previous $1.23 Million 13.44%
% of portfolio
0.18%
Previous 0.23%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Nov 04, 2022
BUY
$66.97 - $81.69 $803,640 - $980,280
12,000 New
12,000 $804,000

Others Institutions Holding DSI

# of Institutions
631
Shares Held
24.8M
Call Options Held
0
Put Options Held
0
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 Bordeaux Wealth Advisors LLC Portfolio

Follow Bordeaux Wealth Advisors 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 Bordeaux Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bordeaux Wealth Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email