Centurion Wealth Management LLC Ishares Msci Kld 400 Social Et Transaction History

Centurion Wealth Management LLC

$439 Billion
Q3 2025

A detailed history of Centurion Wealth Management LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Centurion Wealth Management LLC holds 2,741 shares of DSI stock, worth $347,531. This represents 0.08% of its overall portfolio holdings.

Number of Shares

2,741

Previous 2,735 0.22%

Holding current value

$347,531

Previous $318 Million 8.67%

% of portfolio

0.08%

Previous 0.09%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 09, 2025	BUY	$115.96 - $125.95 $695 - $755	6 Added 0.22%	2,741 $345 Million
Q2 2025 Jul 07, 2025	SELL	$91.62 - $116.16 $8,520 - $10,802	-93 Reduced 3.29%	2,735 $318 Million
Q4 2024 Feb 10, 2025	SELL	$107.41 - $115.71 $46,830 - $50,449	-436 Reduced 13.36%	2,828 $312 Million
Q3 2024 Nov 07, 2024	SELL	$97.81 - $108.79 $8,020 - $8,920	-82 Reduced 2.45%	3,264 $355 Million
Q1 2024 Apr 29, 2024	SELL	$89.27 - $100.81 $46,331 - $52,320	-519 Reduced 13.43%	3,346 $337 Million

Q4 2023 Jan 24, 2024	BUY	$77.74 - $91.23 $34,516 - $40,506	444 Added 12.98%	3,865 $352 Million
Q3 2023 Oct 31, 2023	BUY	$80.77 - $87.25 $6,219 - $6,718	77 Added 2.3%	3,421 $279 Million
Q2 2023 Jul 21, 2023	BUY	$76.24 - $84.24 $254,946 - $281,698	3,344 New	3,344 $281 Million

Others Institutions Holding DSI

# of Institutions

643

Shares Held

24.4M

Call Options Held

Put Options Held

2.5K

View Full List

About ISHARES MSCI KLD 400 SOCIAL ET

Ticker DSI
Sector ETFs
Industry ETFs

More about DSI

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Centurion Wealth Management LLC Ishares Msci Kld 400 Social Et Transaction History