Gradient Investments LLC Ishares Msci Kld 400 Social Et Transaction History
Gradient Investments LLC
- $4.68 Billion
- Q3 2025
A detailed history of Gradient Investments LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Gradient Investments LLC holds 41,310 shares of DSI stock, worth $5.2 Million. This represents 0.11% of its overall portfolio holdings.
Number of Shares
41,310
Previous 41,951
1.53%
Holding current value
$5.2 Million
Previous $4.87 Million
6.75%
% of portfolio
0.11%
Previous 0.11%
Shares
32 transactions
Others Institutions Holding DSI
# of Institutions
632Shares Held
24.8MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY3.83MShares$482 Million0.03% of portfolio
-
Envestnet Asset Management Inc1.98MShares$250 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC1.44MShares$181 Million0.01% of portfolio
-
Jpmorgan Chase & CO New York, NY1.24MShares$156 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.16MShares$146 Million0.05% of portfolio