Guardian Wealth Advisors, LLC Ishares Msci Kld 400 Social Et Transaction History

Guardian Wealth Advisors, LLC

  • $838 Million
  • Q3 2024

A detailed history of Guardian Wealth Advisors, LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Guardian Wealth Advisors, LLC holds 580 shares of DSI stock, worth $66,091. This represents 0.01% of its overall portfolio holdings.

Number of Shares
580
Previous 580 -0.0%
Holding current value
$66,091
Previous $60,000 5.0%
% of portfolio
0.01%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 14, 2023
SELL
$80.77 - $87.25 $2,746 - $2,966
-34 Reduced 5.54%
580 $47,000
Q2 2023

Aug 14, 2023
SELL
$76.24 - $84.24 $533 - $589
-7 Reduced 1.13%
614 $51,000
Q1 2023

May 15, 2023
BUY
$71.07 - $79.2 $497 - $554
7 Added 1.14%
621 $48,000
Q2 2022

Aug 15, 2022
BUY
$69.6 - $87.62 $42,734 - $53,798
614 New
614 $44,000

Others Institutions Holding DSI

# of Institutions
574
Shares Held
26M
Call Options Held
3K
Put Options Held
800
View Full List

About ISHARES MSCI KLD 400 SOCIAL ET

DSI Quotes by TradingView
  • Ticker DSI
  • Sector ETFs
  • Industry ETFs
More about DSI
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