Fingerlakes Wealth Management, Inc. Ishares Msci Kld 400 Social Et Transaction History
Fingerlakes Wealth Management, Inc.
- $103 Million
- Q1 2024
A detailed history of Fingerlakes Wealth Management, Inc. transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Fingerlakes Wealth Management, Inc. holds 14,733 shares of DSI stock, worth $1.54 Million. This represents 1.44% of its overall portfolio holdings.
Number of Shares
14,733
Previous 14,735
0.01%
Holding current value
$1.54 Million
Previous $1.34 Million
10.74%
% of portfolio
1.44%
Previous 1.45%
Shares
10 transactions
Others Institutions Holding DSI
# of Institutions
530Shares Held
25.4MCall Options Held
3KPut Options Held
400-
Morgan Stanley New York, NY4.55MShares$476 Million0.04% of portfolio
-
Envestnet Asset Management Inc2.42MShares$253 Million0.09% of portfolio
-
Jpmorgan Chase & CO New York, NY1.63MShares$171 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.57MShares$164 Million0.01% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.01MShares$105 Million0.03% of portfolio