Flagship Private Wealth, LLC Ishares Msci Kld 400 Social Et Transaction History
Flagship Private Wealth, LLC
- $233 Million
- Q2 2025
A detailed history of Flagship Private Wealth, LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Flagship Private Wealth, LLC holds 1,915 shares of DSI stock, worth $230,700. This represents 0.1% of its overall portfolio holdings.
Number of Shares
1,915
Previous 1,915
-0.0%
Holding current value
$230,700
Previous $222,000
-0.0%
% of portfolio
0.1%
Previous 0.11%
Shares
9 transactions
Others Institutions Holding DSI
# of Institutions
627Shares Held
24.8MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY3.83MShares$461 Million0.03% of portfolio
-
Envestnet Asset Management Inc1.98MShares$239 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC1.44MShares$174 Million0.01% of portfolio
-
Jpmorgan Chase & CO New York, NY1.24MShares$149 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.16MShares$140 Million0.05% of portfolio