Evergreen Private Wealth LLC Ishares Msci Kld 400 Social Et Transaction History
Evergreen Private Wealth LLC
- $216 Billion
- Q3 2024
A detailed history of Evergreen Private Wealth LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Evergreen Private Wealth LLC holds 1,358 shares of DSI stock, worth $154,744. This represents 0.07% of its overall portfolio holdings.
Number of Shares
1,358
Previous 1,358
-0.0%
Holding current value
$154,744
Previous $141 Million
4.76%
% of portfolio
0.07%
Previous 0.07%
Shares
3 transactions
Others Institutions Holding DSI
# of Institutions
574Shares Held
26MCall Options Held
3KPut Options Held
800-
Morgan Stanley New York, NY4.87MShares$555 Million0.04% of portfolio
-
Envestnet Asset Management Inc2.18MShares$249 Million0.08% of portfolio
-
Bank Of America Corp Charlotte, NC1.56MShares$178 Million0.01% of portfolio
-
Jpmorgan Chase & CO New York, NY1.53MShares$174 Million0.01% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN983KShares$112 Million0.03% of portfolio