Cherry Tree Wealth Management, LLC Ishares Msci Kld 400 Social Et Transaction History

Cherry Tree Wealth Management, LLC

  • $398 Billion
  • Q2 2024

A detailed history of Cherry Tree Wealth Management, LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 1,350 shares of DSI stock, worth $154,062. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,350
Previous 1,350 -0.0%
Holding current value
$154,062
Previous $136 Million 3.02%
% of portfolio
0.04%
Previous 0.03%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 06, 2024
BUY
$77.74 - $91.23 $2,021 - $2,371
26 Added 1.96%
1,350 $123 Million
Q2 2023

Aug 09, 2023
BUY
$76.24 - $84.24 $100,941 - $111,533
1,324 New
1,324 $111 Million

Others Institutions Holding DSI

# of Institutions
567
Shares Held
26.1M
Call Options Held
3K
Put Options Held
700
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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