Modern Wealth Management, LLC Ishares Msci Kld 400 Social Et Transaction History
Modern Wealth Management, LLC
- $2.86 Trillion
- Q4 2024
A detailed history of Modern Wealth Management, LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Modern Wealth Management, LLC holds 2,143 shares of DSI stock, worth $242,351. This represents 0.01% of its overall portfolio holdings.
Number of Shares
2,143Holding current value
$242,351% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding DSI
# of Institutions
612Shares Held
28MCall Options Held
3.1KPut Options Held
1.6K-
Morgan Stanley New York, NY4.75MShares$538 Million0.04% of portfolio
-
Envestnet Asset Management Inc2.02MShares$228 Million0.07% of portfolio
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Bank Of America Corp Charlotte, NC1.69MShares$191 Million0.02% of portfolio
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Jpmorgan Chase & CO New York, NY1.39MShares$157 Million0.01% of portfolio
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Lpl Financial LLC Fort Mill, SC1.01MShares$114 Million0.05% of portfolio