Litman Gregory Wealth Management LLC Ishares Msci Kld 400 Social Et Transaction History
Litman Gregory Wealth Management LLC
- $1.19 Billion
- Q3 2024
A detailed history of Litman Gregory Wealth Management LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Litman Gregory Wealth Management LLC holds 40,748 shares of DSI stock, worth $4.54 Million. This represents 0.37% of its overall portfolio holdings.
Number of Shares
40,748
Previous 45,840
11.11%
Holding current value
$4.54 Million
Previous $4.76 Million
6.89%
% of portfolio
0.37%
Previous 0.42%
Shares
25 transactions
Others Institutions Holding DSI
# of Institutions
574Shares Held
26MCall Options Held
3KPut Options Held
800-
Morgan Stanley New York, NY4.87MShares$543 Million0.04% of portfolio
-
Envestnet Asset Management Inc2.18MShares$244 Million0.08% of portfolio
-
Bank Of America Corp Charlotte, NC1.56MShares$174 Million0.01% of portfolio
-
Jpmorgan Chase & CO New York, NY1.53MShares$170 Million0.01% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN983KShares$110 Million0.03% of portfolio