Hb Wealth Management, LLC Ishares Msci Kld 400 Social Et Transaction History
Hb Wealth Management, LLC
- $9.29 Billion
- Q3 2024
A detailed history of Hb Wealth Management, LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Hb Wealth Management, LLC holds 19,226 shares of DSI stock, worth $2.1 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
19,226
Previous 19,226
-0.0%
Holding current value
$2.1 Million
Previous $2 Million
4.76%
% of portfolio
0.02%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding DSI
# of Institutions
576Shares Held
26.1MCall Options Held
3KPut Options Held
800-
Morgan Stanley New York, NY4.87MShares$531 Million0.04% of portfolio
-
Envestnet Asset Management Inc2.18MShares$238 Million0.08% of portfolio
-
Bank Of America Corp Charlotte, NC1.56MShares$170 Million0.01% of portfolio
-
Jpmorgan Chase & CO New York, NY1.53MShares$167 Million0.01% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN983KShares$107 Million0.03% of portfolio