Journey Strategic Wealth LLC Ishares Msci Kld 400 Social Et Transaction History

Journey Strategic Wealth LLC

  • $2.34 Billion
  • Q2 2024

A detailed history of Journey Strategic Wealth LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Journey Strategic Wealth LLC holds 4,400 shares of DSI stock, worth $477,576. This represents 0.02% of its overall portfolio holdings.

Number of Shares
4,400
Previous 3,110 41.48%
Holding current value
$477,576
Previous $313,000 45.69%
% of portfolio
0.02%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024
BUY
$94.27 - $104.77 $121,608 - $135,153
1,290 Added 41.48%
4,400 $456,000
Q1 2024

May 13, 2024
BUY
$89.27 - $100.81 $277,629 - $313,519
3,110 New
3,110 $313,000

Others Institutions Holding DSI

# of Institutions
553
Shares Held
26.4M
Call Options Held
3K
Put Options Held
700
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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