Concurrent Investment Advisors, LLC Ishares Msci Kld 400 Social Et Transaction History
Concurrent Investment Advisors, LLC
- $3.71 Trillion
- Q4 2024
A detailed history of Concurrent Investment Advisors, LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 2,429 shares of DSI stock, worth $252,251. This represents 0.01% of its overall portfolio holdings.
Number of Shares
2,429
Previous 2,223
9.27%
Holding current value
$252,251
Previous $242 Million
10.71%
% of portfolio
0.01%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding DSI
# of Institutions
615Shares Held
27.6MCall Options Held
3.1KPut Options Held
1.6K-
Morgan Stanley New York, NY4.75MShares$494 Million0.04% of portfolio
-
Envestnet Asset Management Inc2.02MShares$210 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC1.69MShares$176 Million0.02% of portfolio
-
Jpmorgan Chase & CO New York, NY1.39MShares$144 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.01MShares$104 Million0.05% of portfolio