Perigon Wealth Management, LLC Ishares Msci Kld 400 Social Et Transaction History
Perigon Wealth Management, LLC
- $3.42 Billion
- Q2 2024
A detailed history of Perigon Wealth Management, LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 39,887 shares of DSI stock, worth $4.33 Million. This represents 0.12% of its overall portfolio holdings.
Number of Shares
39,887
Previous 32,405
23.09%
Holding current value
$4.33 Million
Previous $3.27 Million
26.82%
% of portfolio
0.12%
Previous 0.1%
Shares
17 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