Midland Wealth Advisors LLC Ishares Msci Kld 400 Social Et Transaction History

Midland Wealth Advisors LLC

  • $1.66 Trillion
  • Q4 2024

A detailed history of Midland Wealth Advisors LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Midland Wealth Advisors LLC holds 4,608 shares of DSI stock, worth $511,718. This represents 0.03% of its overall portfolio holdings.

Number of Shares
4,608
Previous 4,608 -0.0%
Holding current value
$511,718
Previous $501 Million 1.34%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Oct 23, 2024
SELL
$97.81 - $108.79 $9,585 - $10,661
-98 Reduced 2.08%
4,608 $501 Million
Q1 2024

May 13, 2024
BUY
$89.27 - $100.81 $48,562 - $54,840
544 Added 13.07%
4,706 $474 Million
Q4 2023

Feb 14, 2024
BUY
$77.74 - $91.23 $323,553 - $379,699
4,162 New
4,162 $379 Million

Others Institutions Holding DSI

# of Institutions
594
Shares Held
26.7M
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
Track This Portfolio

Track Midland Wealth Advisors LLC Portfolio

Follow Midland Wealth Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Midland Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Midland Wealth Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email