Geo Wealth Management, LLC Ishares Msci Kld 400 Social Et Transaction History
Geo Wealth Management, LLC
- $2.92 Billion
- Q4 2024
A detailed history of Geo Wealth Management, LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Geo Wealth Management, LLC holds 15,185 shares of DSI stock, worth $1.63 Million. This represents 0.06% of its overall portfolio holdings.
Number of Shares
15,185
Previous 7,786
95.03%
Holding current value
$1.63 Million
Previous $847,000
97.64%
% of portfolio
0.06%
Previous 0.03%
Shares
9 transactions
Others Institutions Holding DSI
# of Institutions
615Shares Held
27.6MCall Options Held
3.1KPut Options Held
1.6K-
Morgan Stanley New York, NY4.75MShares$510 Million0.04% of portfolio
-
Envestnet Asset Management Inc2.02MShares$217 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC1.69MShares$182 Million0.02% of portfolio
-
Jpmorgan Chase & CO New York, NY1.39MShares$149 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.01MShares$108 Million0.05% of portfolio