Charter Oak Capital Management, LLC Ishares Msci Kld 400 Social Et Transaction History
Charter Oak Capital Management, LLC
- $958 Million
- Q2 2024
A detailed history of Charter Oak Capital Management, LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Charter Oak Capital Management, LLC holds 16,940 shares of DSI stock, worth $1.82 Million. This represents 0.18% of its overall portfolio holdings.
Number of Shares
16,940
Previous 16,846
0.56%
Holding current value
$1.82 Million
Previous $1.7 Million
3.59%
% of portfolio
0.18%
Previous 0.18%
Shares
15 transactions
Others Institutions Holding DSI
# of Institutions
553Shares Held
26.5MCall Options Held
3KPut Options Held
700-
Morgan Stanley New York, NY4.76MShares$512 Million0.04% of portfolio
-
Envestnet Asset Management Inc2.42MShares$260 Million0.09% of portfolio
-
Bank Of America Corp Charlotte, NC1.63MShares$175 Million0.02% of portfolio
-
Jpmorgan Chase & CO New York, NY1.55MShares$166 Million0.01% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1MShares$108 Million0.03% of portfolio