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 $618,842. This represents 0.12% of its overall portfolio holdings.

Number of Shares
5,959
Previous 5,941 0.3%
Holding current value
$618,842
Previous $646,000 1.55%
% of portfolio
0.12%
Previous 0.13%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 11, 2025
BUY
$107.41 - $115.71 $1,933 - $2,082
18 Added 0.3%
5,959 $656,000
Q3 2024

Nov 05, 2024
BUY
$97.81 - $108.79 $1,858 - $2,067
19 Added 0.32%
5,941 $646,000
Q2 2024

Jul 23, 2024
BUY
$94.27 - $104.77 $558,266 - $620,447
5,922 New
5,922 $614,000

Others Institutions Holding DSI

# of Institutions
615
Shares Held
27.6M
Call Options Held
3.1K
Put Options Held
1.6K
View Full List

About ISHARES MSCI KLD 400 SOCIAL ET

DSI Quotes by TradingView
  • Ticker DSI
  • Sector ETFs
  • Industry ETFs
More about DSI
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