Essential Planning, Llc. Ishares Msci Kld 400 Social Et Transaction History
Essential Planning, Llc.
- $248 Billion
- Q1 2025
A detailed history of Essential Planning, Llc. transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Essential Planning, Llc. holds 3,509 shares of DSI stock, worth $418,027. This represents 0.14% of its overall portfolio holdings.
Number of Shares
3,509
Previous 233,601
98.5%
Holding current value
$418,027
Previous $25.8 Million
1295.34%
% of portfolio
0.14%
Previous 0.17%
Shares
6 transactions
Others Institutions Holding DSI
# of Institutions
616Shares Held
25.4MCall Options Held
1KPut Options Held
1.6K-
Morgan Stanley New York, NY3.9MShares$465 Million0.03% of portfolio
-
Envestnet Asset Management Inc2.03MShares$242 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC1.44MShares$172 Million0.01% of portfolio
-
Jpmorgan Chase & CO New York, NY1.24MShares$148 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.01MShares$120 Million0.04% of portfolio