Capital Advisors Wealth Management, LLC Ishares Msci Kld 400 Social Et Transaction History
Capital Advisors Wealth Management, LLC
- $681 Million
- Q3 2025
A detailed history of Capital Advisors Wealth Management, LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Capital Advisors Wealth Management, LLC holds 1,656 shares of DSI stock, worth $208,540. This represents 0.03% of its overall portfolio holdings.
Number of Shares
1,656Holding current value
$208,540% of portfolio
0.03%Shares
1 transactions
Others Institutions Holding DSI
# of Institutions
639Shares Held
24.7MCall Options Held
0Put Options Held
2.5K-
Morgan Stanley New York, NY3.83MShares$482 Million0.03% of portfolio
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Envestnet Asset Management Inc1.98MShares$250 Million0.07% of portfolio
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Bank Of America Corp Charlotte, NC1.44MShares$181 Million0.01% of portfolio
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Jpmorgan Chase & CO New York, NY1.24MShares$156 Million0.01% of portfolio
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Lpl Financial LLC Fort Mill, SC1.16MShares$146 Million0.05% of portfolio