Ever Source Wealth Advisors, LLC Ishares Msci Kld 400 Social Et Transaction History
Ever Source Wealth Advisors, LLC
- $1.48 Billion
- Q3 2024
A detailed history of Ever Source Wealth Advisors, LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 7,407 shares of DSI stock, worth $826,991. This represents 0.05% of its overall portfolio holdings.
Number of Shares
7,407
Previous 8,216
9.85%
Holding current value
$826,991
Previous $853,000
5.63%
% of portfolio
0.05%
Previous 0.06%
Shares
10 transactions
Others Institutions Holding DSI
# of Institutions
572Shares Held
26MCall Options Held
3KPut Options Held
800-
Morgan Stanley New York, NY4.87MShares$544 Million0.04% of portfolio
-
Envestnet Asset Management Inc2.18MShares$244 Million0.08% of portfolio
-
Bank Of America Corp Charlotte, NC1.56MShares$174 Million0.01% of portfolio
-
Jpmorgan Chase & CO New York, NY1.53MShares$170 Million0.01% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN983KShares$110 Million0.03% of portfolio