Db Wealth Management Group, LLC Ishares Msci Kld 400 Social Et Transaction History

Db Wealth Management Group, LLC

  • $169 Million
  • Q4 2023

A detailed history of Db Wealth Management Group, LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Db Wealth Management Group, LLC holds 166 shares of DSI stock, worth $18,264. This represents 0.01% of its overall portfolio holdings.

Number of Shares
166
Previous 166 -0.0%
Holding current value
$18,264
Previous $13,000 15.38%
% of portfolio
0.01%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

May 12, 2023
SELL
$71.07 - $79.2 $2,700 - $3,009
-38 Reduced 18.63%
166 $12,000
Q2 2022

Aug 11, 2022
SELL
$69.6 - $87.62 $2,923 - $3,680
-42 Reduced 17.07%
204 $15,000
Q4 2021

Feb 09, 2022
SELL
$83.4 - $93.49 $3,669 - $4,113
-44 Reduced 15.17%
246 $23,000
Q4 2020

Feb 03, 2021
BUY
$62.23 - $71.54 $18,046 - $20,746
290 New
290 $21,000

Others Institutions Holding DSI

# of Institutions
575
Shares Held
26.1M
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
Track This Portfolio

Track Db Wealth Management Group, LLC Portfolio

Follow Db Wealth Management Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Db Wealth Management Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Db Wealth Management Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email