Gen Wealth Partners Inc Ishares Msci Kld 400 Social Et Transaction History

Gen Wealth Partners Inc

  • $207 Billion
  • Q2 2024

A detailed history of Gen Wealth Partners Inc transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Gen Wealth Partners Inc holds 3,610 shares of DSI stock, worth $391,287. This represents 0.18% of its overall portfolio holdings.

Number of Shares
3,610
Previous 3,507 2.94%
Holding current value
$391,287
Previous $354 Million 6.04%
% of portfolio
0.18%
Previous 0.18%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024
BUY
$94.27 - $104.77 $9,709 - $10,791
103 Added 2.94%
3,610 $375 Million
Q1 2024

May 15, 2024
BUY
$89.27 - $100.81 $313,069 - $353,540
3,507 New
3,507 $354 Million

Others Institutions Holding DSI

# of Institutions
565
Shares Held
26.4M
Call Options Held
3K
Put Options Held
700
View Full List

About ISHARES MSCI KLD 400 SOCIAL ET

DSI Quotes by TradingView
  • Ticker DSI
  • Sector ETFs
  • Industry ETFs
More about DSI
Track This Portfolio

Track Gen Wealth Partners Inc Portfolio

Follow Gen Wealth Partners Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Gen Wealth Partners Inc, based on Form 13F filings with the SEC.

News

Stay updated on Gen Wealth Partners Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email