Clear Perspectives Financial Planning, LLC Ishares Msci Kld 400 Social Et Transaction History
Clear Perspectives Financial Planning, LLC
- $178 Million
- Q1 2023
A detailed history of Clear Perspectives Financial Planning, LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Clear Perspectives Financial Planning, LLC holds 7,626 shares of DSI stock, worth $777,928. This represents 0.33% of its overall portfolio holdings.
Number of Shares
7,626
Previous 7,546
1.06%
Holding current value
$777,928
Previous $541,000
9.8%
% of portfolio
0.33%
Previous 0.29%
Shares
8 transactions
Others Institutions Holding DSI
# of Institutions
616Shares Held
27.6MCall Options Held
3.1KPut Options Held
1.6K-
Morgan Stanley New York, NY4.75MShares$485 Million0.04% of portfolio
-
Envestnet Asset Management Inc2.02MShares$206 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC1.69MShares$173 Million0.02% of portfolio
-
Jpmorgan Chase & CO New York, NY1.39MShares$142 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.01MShares$103 Million0.05% of portfolio