Lgt Financial Advisors LLC Ishares Msci Kld 400 Social Et Transaction History

Lgt Financial Advisors LLC

$40.5 Billion
Q3 2024

A detailed history of Lgt Financial Advisors LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Lgt Financial Advisors LLC holds 780 shares of DSI stock, worth $86,127. This represents 0.21% of its overall portfolio holdings.

Number of Shares

780

Previous 777 0.39%

Holding current value

$86,127

Previous $80.7 Million 5.09%

% of portfolio

0.21%

Previous 0.17%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 31, 2024	BUY	$97.81 - $108.79 $293 - $326	3 Added 0.39%	780 $84.8 Million
Q2 2024 Aug 05, 2024	BUY	$94.27 - $104.77 $94 - $104	1 Added 0.13%	777 $80.7 Million
Q1 2024 May 02, 2024	BUY	$89.27 - $100.81 $178 - $201	2 Added 0.26%	776 $78.2 Million
Q4 2023 Feb 12, 2024	BUY	$77.74 - $91.23 $466 - $547	6 Added 0.78%	774 $70.4 Million
Q3 2023 Nov 01, 2023	SELL	$80.77 - $87.25 $13,246 - $14,309	-164 Reduced 17.6%	768 $62.5 Million
Q2 2023 Aug 14, 2023	BUY	$76.24 - $84.24 $71,055 - $78,511	932 New	932 $78.4 Million
Q4 2022 Feb 14, 2023	BUY	$66.36 - $76.94 $282,030 - $326,995	4,250 New	4,250 $305 Million

Others Institutions Holding DSI

# of Institutions

574

Shares Held

26M

Call Options Held

Put Options Held

800

View Full List

About ISHARES MSCI KLD 400 SOCIAL ET

Ticker DSI
Sector ETFs
Industry ETFs

More about DSI

Track This Portfolio

Portfolio Update

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

News

Stay updated on Lgt Financial Advisors LLC with notifications on news.

Account

Lgt Financial Advisors LLC Ishares Msci Kld 400 Social Et Transaction History