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 $860,136. This represents 0.33% of its overall portfolio holdings.
Number of Shares
7,626
Previous 7,546
1.06%
Holding current value
$860,136
Previous $541,000
9.8%
% of portfolio
0.33%
Previous 0.29%
Shares
8 transactions
Others Institutions Holding DSI
# of Institutions
578Shares Held
26.1MCall Options Held
3KPut Options Held
800-
Morgan Stanley New York, NY4.87MShares$549 Million0.04% of portfolio
-
Envestnet Asset Management Inc2.18MShares$246 Million0.08% of portfolio
-
Bank Of America Corp Charlotte, NC1.56MShares$176 Million0.01% of portfolio
-
Jpmorgan Chase & CO New York, NY1.53MShares$172 Million0.01% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN983KShares$111 Million0.03% of portfolio