Clearstead Advisors, LLC Ishares Msci Kld 400 Social Et Transaction History

Clearstead Advisors, LLC

  • $6.31 Billion
  • Q3 2024

A detailed history of Clearstead Advisors, LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Clearstead Advisors, LLC holds 692 shares of DSI stock, worth $78,618. This represents 0.0% of its overall portfolio holdings.

Number of Shares
692
Previous 692 -0.0%
Holding current value
$78,618
Previous $71,000 5.63%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024
SELL
$89.27 - $100.81 $104,088 - $117,544
-1,166 Reduced 62.76%
692 $69,000
Q4 2021

Feb 14, 2022
BUY
$83.4 - $93.49 $154,957 - $173,704
1,858 New
1,858 $173,000

Others Institutions Holding DSI

# of Institutions
573
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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