Ep Wealth Advisors, LLC Ishares Msci Kld 400 Social Et Transaction History
Ep Wealth Advisors, LLC
- $9.28 Billion
- Q2 2024
A detailed history of Ep Wealth Advisors, LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 13,937 shares of DSI stock, worth $1.5 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
13,937
Previous 15,204
8.33%
Holding current value
$1.5 Million
Previous $1.53 Million
5.55%
% of portfolio
0.02%
Previous 0.02%
Shares
17 transactions
Others Institutions Holding DSI
# of Institutions
553Shares Held
26.5MCall 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