Copperleaf Capital, LLC Ishares Msci Kld 400 Social Et Transaction History
Copperleaf Capital, LLC
- $123 Million
- Q4 2024
A detailed history of Copperleaf Capital, LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Copperleaf Capital, LLC holds 5,957 shares of DSI stock, worth $632,573. This represents 0.54% of its overall portfolio holdings.
Number of Shares
5,957
Previous 6,116
2.6%
Holding current value
$632,573
Previous $665,000
1.35%
% of portfolio
0.54%
Previous 0.58%
Shares
7 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$505 Million0.04% of portfolio
-
Envestnet Asset Management Inc2.02MShares$214 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC1.69MShares$180 Million0.02% of portfolio
-
Jpmorgan Chase & CO New York, NY1.39MShares$148 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.01MShares$107 Million0.05% of portfolio