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

Centurion Wealth Management LLC

  • $313 Billion
  • Q3 2024

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 3,264 shares of DSI stock, worth $371,932. This represents 0.11% of its overall portfolio holdings.

Number of Shares
3,264
Previous 3,346 2.45%
Holding current value
$371,932
Previous $337 Million 5.27%
% of portfolio
0.11%
Previous 0.13%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
574
Shares Held
26M
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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