Gould Asset Management LLC Ishares Msci Kld 400 Social Et Transaction History
Gould Asset Management LLC
- $472 Million
- Q4 2024
A detailed history of Gould Asset Management LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Gould Asset Management LLC holds 5,137 shares of DSI stock, worth $519,658. This represents 0.12% of its overall portfolio holdings.
Number of Shares
5,137
Previous 4,402
16.7%
Holding current value
$519,658
Previous $478,000
18.41%
% of portfolio
0.12%
Previous 0.1%
Shares
18 transactions
Others Institutions Holding DSI
# of Institutions
609Shares Held
27.4MCall Options Held
3.1KPut Options Held
1.6K-
Morgan Stanley New York, NY4.75MShares$481 Million0.04% of portfolio
-
Envestnet Asset Management Inc2.03MShares$206 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC1.69MShares$171 Million0.02% of portfolio
-
Jpmorgan Chase & CO New York, NY1.39MShares$141 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.01MShares$102 Million0.05% of portfolio