Fortis Capital Management LLC Ishares Msci Kld 400 Social Et Transaction History
Fortis Capital Management LLC
- $533 Million
- Q4 2024
A detailed history of Fortis Capital Management LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Fortis Capital Management LLC holds 5,959 shares of DSI stock, worth $650,126. This represents 0.12% of its overall portfolio holdings.
Number of Shares
5,959
Previous 5,941
0.3%
Holding current value
$650,126
Previous $646,000
1.55%
% of portfolio
0.12%
Previous 0.13%
Shares
3 transactions
Others Institutions Holding DSI
# of Institutions
614Shares Held
27.6MCall Options Held
3.1KPut Options Held
1.6K-
Morgan Stanley New York, NY4.75MShares$519 Million0.04% of portfolio
-
Envestnet Asset Management Inc2.02MShares$220 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC1.69MShares$184 Million0.02% of portfolio
-
Jpmorgan Chase & CO New York, NY1.39MShares$152 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.01MShares$110 Million0.05% of portfolio