Envestnet Portfolio Solutions, Inc. Ishares Msci Kld 400 Social Et Transaction History

Envestnet Portfolio Solutions, Inc.

  • $25.3 Billion
  • Q1 2024

A detailed history of Envestnet Portfolio Solutions, Inc. transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Envestnet Portfolio Solutions, Inc. holds 702,754 shares of DSI stock, worth $73 Million. This represents 0.28% of its overall portfolio holdings.

Number of Shares
702,754
Previous 752,551 6.62%
Holding current value
$73 Million
Previous $68.5 Million 3.39%
% of portfolio
0.28%
Previous 0.29%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 06, 2024
SELL
$89.27 - $100.81 $4.45 Million - $5.02 Million
-49,797 Reduced 6.62%
702,754 $70.8 Million
Q4 2023

Feb 07, 2024
BUY
$77.74 - $91.23 $7.47 Million - $8.77 Million
96,140 Added 14.65%
752,551 $68.5 Million
Q3 2023

Nov 13, 2023
BUY
$80.77 - $87.25 $53 Million - $57.3 Million
656,411 New
656,411 $53.4 Million

Others Institutions Holding DSI

# of Institutions
531
Shares Held
25.4M
Call Options Held
3K
Put Options Held
400
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 Envestnet Portfolio Solutions, Inc. Portfolio

Follow Envestnet Portfolio Solutions, Inc. 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 Envestnet Portfolio Solutions, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Envestnet Portfolio Solutions, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email