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

Jfs Wealth Advisors, LLC

  • $1.46 Billion
  • Q4 2024

A detailed history of Jfs Wealth Advisors, LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 1,764 shares of DSI stock, worth $182,238. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,764
Previous 1,679 5.06%
Holding current value
$182,238
Previous $182,000 6.59%
% of portfolio
0.01%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 30, 2025
BUY
$107.41 - $115.71 $9,129 - $9,835
85 Added 5.06%
1,764 $194,000
Q3 2024

Oct 25, 2024
SELL
$97.81 - $108.79 $29,245 - $32,528
-299 Reduced 15.12%
1,679 $182,000
Q2 2024

Jul 15, 2024
BUY
$94.27 - $104.77 $8,390 - $9,324
89 Added 4.71%
1,978 $205,000
Q1 2024

Apr 30, 2024
SELL
$89.27 - $100.81 $13,836 - $15,625
-155 Reduced 7.58%
1,889 $190,000
Q4 2023

Feb 07, 2024
BUY
$77.74 - $91.23 $158,900 - $186,474
2,044 New
2,044 $186,000

Others Institutions Holding DSI

# of Institutions
615
Shares Held
27.6M
Call Options Held
3.1K
Put Options Held
1.6K
View Full List

About ISHARES MSCI KLD 400 SOCIAL ET

DSI Quotes by TradingView
  • Ticker DSI
  • Sector ETFs
  • Industry ETFs
More about DSI
Track This Portfolio

Track Jfs Wealth Advisors, LLC Portfolio

Follow Jfs Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Jfs Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Jfs Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email