Lifelong Wealth Advisors, Inc. Ishares Msci Kld 400 Social Et Transaction History

Lifelong Wealth Advisors, Inc.

  • $213 Billion
  • Q1 2025

A detailed history of Lifelong Wealth Advisors, Inc. transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Lifelong Wealth Advisors, Inc. holds 5,092 shares of DSI stock, worth $518,263. This represents 0.24% of its overall portfolio holdings.

Number of Shares
5,092
Previous 4,325 17.73%
Holding current value
$518,263
Previous $477 Million 9.36%
% of portfolio
0.24%
Previous 0.21%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 23, 2025
BUY
$101.98 - $115.66 $78,218 - $88,711
767 Added 17.73%
5,092 $521 Million
Q4 2024

Feb 13, 2025
BUY
$107.41 - $115.71 $464,548 - $500,445
4,325 New
4,325 $477 Million

Others Institutions Holding DSI

# of Institutions
613
Shares Held
27.4M
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 Lifelong Wealth Advisors, Inc. Portfolio

Follow Lifelong Wealth Advisors, Inc. 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 Lifelong Wealth Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Lifelong Wealth Advisors, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email