Bordeaux Wealth Advisors LLC Ishares Msci Kld 400 Social Et Transaction History
Bordeaux Wealth Advisors LLC
- $302 Million
- Q1 2024
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 $1.27 Million. This represents 0.4% of its overall portfolio holdings.
Number of Shares
12,000
Previous 12,000
-0.0%
Holding current value
$1.27 Million
Previous $1.09 Million
10.71%
% of portfolio
0.4%
Previous 0.37%
Shares
1 transactions
Others Institutions Holding DSI
# of Institutions
530Shares Held
25.4MCall Options Held
3KPut Options Held
400-
Morgan Stanley New York, NY4.55MShares$480 Million0.04% of portfolio
-
Envestnet Asset Management Inc2.42MShares$255 Million0.09% of portfolio
-
Jpmorgan Chase & CO New York, NY1.63MShares$172 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.57MShares$165 Million0.01% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.01MShares$106 Million0.03% of portfolio