Mascoma Wealth Management LLC Ishares Msci Kld 400 Social Et Transaction History
Mascoma Wealth Management LLC
- $396 Million
- Q4 2024
A detailed history of Mascoma Wealth Management LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Mascoma Wealth Management LLC holds 99,105 shares of DSI stock, worth $10.6 Million. This represents 2.76% of its overall portfolio holdings.
Number of Shares
99,105
Previous 103,787
4.51%
Holding current value
$10.6 Million
Previous $11.3 Million
3.22%
% of portfolio
2.76%
Previous 2.82%
Shares
22 transactions
Others Institutions Holding DSI
# of Institutions
615Shares Held
27.6MCall Options Held
3.1KPut Options Held
1.6K-
Morgan Stanley New York, NY4.75MShares$510 Million0.04% of portfolio
-
Envestnet Asset Management Inc2.02MShares$217 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC1.69MShares$182 Million0.02% of portfolio
-
Jpmorgan Chase & CO New York, NY1.39MShares$149 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.01MShares$108 Million0.05% of portfolio