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

One Wealth Capital Management, LLC

  • $186 Billion
  • Q1 2025

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 7,236 shares of DSI stock, worth $805,800. This represents 0.4% of its overall portfolio holdings.

Number of Shares
7,236
Previous 6,897 4.92%
Holding current value
$805,800
Previous $760 Million 2.55%
% of portfolio
0.4%
Previous 0.39%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
BUY
$101.98 - $115.66 $34,571 - $39,208
339 Added 4.92%
7,236 $741 Million
Q4 2024

Jan 07, 2025
BUY
$107.41 - $115.71 $740,806 - $798,051
6,897 New
6,897 $760 Million

Others Institutions Holding DSI

# of Institutions
606
Shares Held
25.4M
Call Options Held
1K
Put Options Held
1.6K
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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