Lifelong Wealth Advisors, Inc. Ishares Msci Kld 400 Social Et Transaction History
Lifelong Wealth Advisors, Inc.
- $222 Billion
- Q4 2024
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 4,325 shares of DSI stock, worth $485,265. This represents 0.21% of its overall portfolio holdings.
Number of Shares
4,325Holding current value
$485,265% of portfolio
0.21%Shares
1 transactions
Others Institutions Holding DSI
# of Institutions
612Shares Held
28MCall Options Held
3.1KPut Options Held
1.6K-
Morgan Stanley New York, NY4.75MShares$533 Million0.04% of portfolio
-
Envestnet Asset Management Inc2.02MShares$227 Million0.07% of portfolio
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Bank Of America Corp Charlotte, NC1.69MShares$190 Million0.02% of portfolio
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Jpmorgan Chase & CO New York, NY1.39MShares$156 Million0.01% of portfolio
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Lpl Financial LLC Fort Mill, SC1.01MShares$113 Million0.05% of portfolio