Great Valley Advisor Group, Inc. Ishares Msci Kld 400 Social Et Transaction History
Great Valley Advisor Group, Inc.
- $3.84 Billion
- Q3 2024
A detailed history of Great Valley Advisor Group, Inc. transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Great Valley Advisor Group, Inc. holds 2,822 shares of DSI stock, worth $317,757. This represents 0.01% of its overall portfolio holdings.
Number of Shares
2,822
Previous 2,618
7.79%
Holding current value
$317,757
Previous $271,000
13.28%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding DSI
# of Institutions
572Shares Held
26MCall Options Held
3KPut Options Held
800-
Morgan Stanley New York, NY4.87MShares$548 Million0.04% of portfolio
-
Envestnet Asset Management Inc2.18MShares$246 Million0.08% of portfolio
-
Bank Of America Corp Charlotte, NC1.56MShares$175 Million0.01% of portfolio
-
Jpmorgan Chase & CO New York, NY1.53MShares$172 Million0.01% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN983KShares$111 Million0.03% of portfolio