Fingerlakes Wealth Management, Inc. Ishares Msci Kld 400 Social Et Transaction History
Fingerlakes Wealth Management, Inc.
- $120 Million
- Q3 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 17,632 shares of DSI stock, worth $1.97 Million. This represents 1.6% of its overall portfolio holdings.
Number of Shares
17,632
Previous 15,499
13.76%
Holding current value
$1.97 Million
Previous $1.61 Million
19.2%
% of portfolio
1.6%
Previous 1.45%
Shares
12 transactions
Others Institutions Holding DSI
# of Institutions
574Shares Held
26MCall Options Held
3KPut Options Held
800-
Morgan Stanley New York, NY4.87MShares$543 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