Kathmere Capital Management, LLC Ishares Msci Kld 400 Social Et Transaction History

Kathmere Capital Management, LLC

  • $1.06 Billion
  • Q4 2024

A detailed history of Kathmere Capital Management, LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Kathmere Capital Management, LLC holds 9,702 shares of DSI stock, worth $1.06 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares
9,702
Previous 6,867 41.28%
Holding current value
$1.06 Million
Previous $747,000 43.11%
% of portfolio
0.1%
Previous 0.07%

Shares

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

Jan 14, 2025
BUY
$107.41 - $115.71 $304,507 - $328,037
2,835 Added 41.28%
9,702 $1.07 Million
Q2 2024

Jul 17, 2024
BUY
$94.27 - $104.77 $647,352 - $719,455
6,867 New
6,867 $713,000
Q1 2024

Apr 16, 2024
BUY
$89.27 - $100.81 $613,017 - $692,262
6,867 New
6,867 $692,000

Others Institutions Holding DSI

# of Institutions
614
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 Kathmere Capital Management, LLC Portfolio

Follow Kathmere Capital Management, 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 Kathmere Capital Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kathmere Capital Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email