Diversify Advisory Services, LLC Ishares Msci Kld 400 Social Et Transaction History
Diversify Advisory Services, LLC
- $1.82 Trillion
- Q2 2024
A detailed history of Diversify Advisory Services, LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Diversify Advisory Services, LLC holds 17,527 shares of DSI stock, worth $1.83 Million. This represents 0.1% of its overall portfolio holdings.
Number of Shares
17,527
Previous 17,819
1.64%
Holding current value
$1.83 Million
Previous $1.8 Billion
3.53%
% of portfolio
0.1%
Previous 0.11%
Shares
2 transactions
Others Institutions Holding DSI
# of Institutions
535Shares Held
25.5MCall Options Held
3KPut Options Held
400-
Morgan Stanley New York, NY4.55MShares$476 Million0.04% of portfolio
-
Envestnet Asset Management Inc2.42MShares$253 Million0.09% of portfolio
-
Jpmorgan Chase & CO New York, NY1.63MShares$170 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.57MShares$164 Million0.01% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.01MShares$105 Million0.03% of portfolio