Bradley & Co. Private Wealth Management, LLC Ishares Msci Kld 400 Social Et Transaction History

Bradley & Co. Private Wealth Management, LLC

  • $134 Million
  • Q2 2024

A detailed history of Bradley & Co. Private Wealth Management, LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Bradley & Co. Private Wealth Management, LLC holds 2,664 shares of DSI stock, worth $297,835. This represents 0.21% of its overall portfolio holdings.

Number of Shares
2,664
Previous 506 426.48%
Holding current value
$297,835
Previous $51,000 441.18%
% of portfolio
0.21%
Previous 0.04%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 31, 2024
BUY
$94.27 - $104.77 $203,434 - $226,093
2,158 Added 426.48%
2,664 $276,000
Q1 2021

May 12, 2021
BUY
$70.61 - $76.36 $35,728 - $38,638
506 New
506 $39,000

Others Institutions Holding DSI

# of Institutions
575
Shares Held
26.1M
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
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