Lwm Advisors Inc Ishares Msci Kld 400 Social Et Transaction History
Lwm Advisors Inc
- $97.3 Billion
- Q1 2025
A detailed history of Lwm Advisors Inc transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Lwm Advisors Inc holds 4,425 shares of DSI stock, worth $515,556. This represents 0.48% of its overall portfolio holdings.
Number of Shares
4,425
Previous 4,425
-0.0%
Holding current value
$515,556
Previous $488 Million
4.75%
% of portfolio
0.48%
Previous 0.49%
Shares
1 transactions
Others Institutions Holding DSI
# of Institutions
606Shares Held
25.4MCall Options Held
1KPut Options Held
1.6K-
Morgan Stanley New York, NY3.9MShares$455 Million0.03% of portfolio
-
Envestnet Asset Management Inc2.03MShares$237 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC1.44MShares$168 Million0.01% of portfolio
-
Jpmorgan Chase & CO New York, NY1.24MShares$145 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.01MShares$118 Million0.04% of portfolio