Peak Financial Management, Inc. Ishares Msci Kld 400 Social Et Transaction History
Peak Financial Management, Inc.
- $308 Million
- Q2 2024
A detailed history of Peak Financial Management, Inc. transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Peak Financial Management, Inc. holds 6,290 shares of DSI stock, worth $682,716. This represents 0.21% of its overall portfolio holdings.
Number of Shares
6,290
Previous 6,290
-0.0%
Holding current value
$682,716
Previous $634,000
3.0%
% of portfolio
0.21%
Previous 0.21%
Shares
15 transactions
Others Institutions Holding DSI
# of Institutions
553Shares Held
26.4MCall Options Held
3KPut Options Held
700-
Morgan Stanley New York, NY4.76MShares$517 Million0.04% of portfolio
-
Envestnet Asset Management Inc2.42MShares$263 Million0.09% of portfolio
-
Bank Of America Corp Charlotte, NC1.63MShares$177 Million0.02% of portfolio
-
Jpmorgan Chase & CO New York, NY1.55MShares$168 Million0.01% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1MShares$109 Million0.03% of portfolio