Dougherty Wealth Advisers LLC Ishares Msci Kld 400 Social Et Transaction History
Dougherty Wealth Advisers LLC
- $114 Million
- Q2 2024
A detailed history of Dougherty Wealth Advisers LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Dougherty Wealth Advisers LLC holds 258 shares of DSI stock, worth $27,729. This represents 0.02% of its overall portfolio holdings.
Number of Shares
258
Previous 269
4.09%
Holding current value
$27,729
Previous $27,000
3.7%
% of portfolio
0.02%
Previous 0.02%
Shares
9 transactions
Others Institutions Holding DSI
# of Institutions
553Shares Held
26.4MCall Options Held
3KPut Options Held
700-
Morgan Stanley New York, NY4.76MShares$512 Million0.04% of portfolio
-
Envestnet Asset Management Inc2.42MShares$260 Million0.09% of portfolio
-
Bank Of America Corp Charlotte, NC1.63MShares$175 Million0.02% of portfolio
-
Jpmorgan Chase & CO New York, NY1.55MShares$166 Million0.01% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1MShares$108 Million0.03% of portfolio