Meridian Wealth Management, LLC Ishares Msci Kld 400 Social Et Transaction History

Meridian Wealth Management, LLC

  • $2 Billion
  • Q3 2024

A detailed history of Meridian Wealth Management, LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Meridian Wealth Management, LLC holds 6,468 shares of DSI stock, worth $740,068. This represents 0.04% of its overall portfolio holdings.

Number of Shares
6,468
Holding current value
$740,068
% of portfolio
0.04%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
BUY
$97.81 - $108.79 $632,635 - $703,653
6,468 New
6,468 $703,000
Q1 2024

Apr 25, 2024
BUY
$89.27 - $100.81 $30,887 - $34,880
346 Added 10.04%
3,793 $382,000
Q4 2023

Feb 08, 2024
BUY
$77.74 - $91.23 $267,969 - $314,469
3,447 New
3,447 $313,000
Q2 2022

Aug 05, 2022
BUY
$69.6 - $87.62 $832,903 - $1.05 Million
11,967 New
11,967 $860,000

Others Institutions Holding DSI

# of Institutions
573
Shares Held
26M
Call Options Held
3K
Put Options Held
800
View Full List

About ISHARES MSCI KLD 400 SOCIAL ET

DSI Quotes by TradingView
  • Ticker DSI
  • Sector ETFs
  • Industry ETFs
More about DSI
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