Cobblestone Capital Advisors LLC Ishares Msci Kld 400 Social Et Transaction History
Cobblestone Capital Advisors LLC
- $1.6 Billion
- Q2 2024
A detailed history of Cobblestone Capital Advisors LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Cobblestone Capital Advisors LLC holds 7,640 shares of DSI stock, worth $788,677. This represents 0.05% of its overall portfolio holdings.
Number of Shares
7,640
Previous 7,640
-0.0%
Holding current value
$788,677
Previous $770,000
2.99%
% of portfolio
0.05%
Previous 0.05%
Shares
4 transactions
Others Institutions Holding DSI
# of Institutions
552Shares Held
26.4MCall Options Held
3KPut Options Held
700-
Morgan Stanley New York, NY4.76MShares$492 Million0.04% of portfolio
-
Envestnet Asset Management Inc2.42MShares$250 Million0.09% of portfolio
-
Bank Of America Corp Charlotte, NC1.63MShares$169 Million0.02% of portfolio
-
Jpmorgan Chase & CO New York, NY1.55MShares$160 Million0.01% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1MShares$103 Million0.03% of portfolio