Paradigm Financial Partners, LLC Ishares Msci Kld 400 Social Et Transaction History

Paradigm Financial Partners, LLC

  • $778 Million
  • Q4 2024

A detailed history of Paradigm Financial Partners, LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Paradigm Financial Partners, LLC holds 3,267 shares of DSI stock, worth $366,557. This represents 0.05% of its overall portfolio holdings.

Number of Shares
3,267
Previous 3,266 0.03%
Holding current value
$366,557
Previous $355,000 1.41%
% of portfolio
0.05%
Previous 0.05%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
BUY
$107.41 - $115.71 $107 - $115
1 Added 0.03%
3,267 $360,000
Q3 2024

Nov 14, 2024
BUY
$97.81 - $108.79 $319,447 - $355,308
3,266 New
3,266 $355,000

Others Institutions Holding DSI

# of Institutions
610
Shares Held
28.1M
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 Paradigm Financial Partners, LLC Portfolio

Follow Paradigm Financial Partners, 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 Paradigm Financial Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Paradigm Financial Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email