Conscious Wealth Investments, LLC Ishares Msci Kld 400 Social Et Transaction History
Conscious Wealth Investments, LLC
- $139 Billion
- Q2 2024
A detailed history of Conscious Wealth Investments, LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Conscious Wealth Investments, LLC holds 16,812 shares of DSI stock, worth $1.82 Million. This represents 1.28% of its overall portfolio holdings.
Number of Shares
16,812
Previous 16,351
2.82%
Holding current value
$1.82 Million
Previous $1.57 Billion
12.88%
% of portfolio
1.28%
Previous 1.2%
Shares
3 transactions
Others Institutions Holding DSI
# of Institutions
553Shares Held
26.4MCall Options Held
3KPut Options Held
700-
Morgan Stanley New York, NY4.76MShares$516 Million0.04% of portfolio
-
Envestnet Asset Management Inc2.42MShares$262 Million0.09% of portfolio
-
Bank Of America Corp Charlotte, NC1.63MShares$177 Million0.02% of portfolio
-
Jpmorgan Chase & CO New York, NY1.55MShares$167 Million0.01% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1MShares$108 Million0.03% of portfolio