Oxler Private Wealth LLC Ishares Msci Kld 400 Social Et Transaction History
Oxler Private Wealth LLC
- $254 Million
- Q2 2024
A detailed history of Oxler Private Wealth LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Oxler Private Wealth LLC holds 3,145 shares of DSI stock, worth $340,351. This represents 0.13% of its overall portfolio holdings.
Number of Shares
3,145
Previous 3,139
0.19%
Holding current value
$340,351
Previous $316,000
3.16%
% of portfolio
0.13%
Previous 0.13%
Shares
11 transactions
Others Institutions Holding DSI
# of Institutions
553Shares Held
26.4MCall Options Held
3KPut Options Held
700-
Morgan Stanley New York, NY4.76MShares$516 Million0.04% of portfolio
-
Envestnet Asset Management Inc2.42MShares$262 Million0.09% of portfolio
-
Bank Of America Corp Charlotte, NC1.63MShares$177 Million0.02% of portfolio
-
Jpmorgan Chase & CO New York, NY1.55MShares$167 Million0.01% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1MShares$108 Million0.03% of portfolio