One Wealth Capital Management, LLC Ishares Msci Kld 400 Social Et Transaction History
One Wealth Capital Management, LLC
- $197 Billion
- Q4 2024
A detailed history of One Wealth Capital Management, LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, One Wealth Capital Management, LLC holds 6,897 shares of DSI stock, worth $705,563. This represents 0.39% of its overall portfolio holdings.
Number of Shares
6,897Holding current value
$705,563% of portfolio
0.39%Shares
1 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$486 Million0.04% of portfolio
-
Envestnet Asset Management Inc2.02MShares$207 Million0.07% of portfolio
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Bank Of America Corp Charlotte, NC1.69MShares$173 Million0.02% of portfolio
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Jpmorgan Chase & CO New York, NY1.39MShares$142 Million0.01% of portfolio
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Lpl Financial LLC Fort Mill, SC1.01MShares$103 Million0.05% of portfolio