Evermay Wealth Management LLC Ishares Msci Kld 400 Social Et Transaction History
Evermay Wealth Management LLC
- $618 Million
- Q3 2024
A detailed history of Evermay Wealth Management LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Evermay Wealth Management LLC holds 130 shares of DSI stock, worth $14,844. This represents 0.0% of its overall portfolio holdings.
Number of Shares
130
Previous 130
-0.0%
Holding current value
$14,844
Previous $13,000
7.69%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding DSI
# of Institutions
573Shares Held
26MCall Options Held
3KPut Options Held
800-
Morgan Stanley New York, NY4.87MShares$556 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