Boston Standard Wealth Management, LLC Ishares Msci Kld 400 Social Et Transaction History
Boston Standard Wealth Management, LLC
- $455 Billion
- Q2 2024
A detailed history of Boston Standard Wealth Management, LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Boston Standard Wealth Management, LLC holds 14,851 shares of DSI stock, worth $1.59 Million. This represents 0.34% of its overall portfolio holdings.
Number of Shares
14,851
Previous 14,647
1.39%
Holding current value
$1.59 Million
Previous $1.48 Billion
4.4%
% of portfolio
0.34%
Previous 0.33%
Shares
24 transactions
Others Institutions Holding DSI
# of Institutions
533Shares Held
25.4MCall Options Held
3KPut Options Held
400-
Morgan Stanley New York, NY4.55MShares$488 Million0.04% of portfolio
-
Envestnet Asset Management Inc2.42MShares$259 Million0.09% of portfolio
-
Jpmorgan Chase & CO New York, NY1.63MShares$175 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.57MShares$168 Million0.01% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.01MShares$108 Million0.03% of portfolio