C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Ishares Msci Kld 400 Social Et Transaction History

C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors

$1.23 Trillion
Q4 2024

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 29, 2025	BUY	$107.41 - $115.71 $2.48 Million - $2.67 Million	23,069 New	23,069 $2.97 Billion

Others Institutions Holding DSI

# of Institutions

589

Shares Held

26.2M

Call Options Held

Put Options Held

800

Morgan Stanley New York, NY

4.87M
Shares

$545 Million
0.04% of portfolio
Envestnet Asset Management Inc

2.18M
Shares

$244 Million
0.08% of portfolio
Bank Of America Corp Charlotte, NC

1.56M
Shares

$174 Million
0.01% of portfolio
Jpmorgan Chase & CO New York, NY

1.53M
Shares

$171 Million
0.01% of portfolio
Ameriprise Financial Inc Minneapolis, MN

983K
Shares

$110 Million
0.03% of portfolio

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