Pinnacle Wealth Management Advisory Group, LLC Ishares Msci Kld 400 Social Et Transaction History
Pinnacle Wealth Management Advisory Group, LLC
- $1.3 Billion
- Q3 2025
A detailed history of Pinnacle Wealth Management Advisory Group, LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Pinnacle Wealth Management Advisory Group, LLC holds 1,763 shares of DSI stock, worth $222,014. This represents 0.02% of its overall portfolio holdings.
Number of Shares
1,763
Previous 1,740
1.32%
Holding current value
$222,014
Previous $202,000
9.9%
% of portfolio
0.02%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding DSI
# of Institutions
632Shares Held
24.7MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY3.83MShares$482 Million0.03% of portfolio
-
Envestnet Asset Management Inc1.98MShares$250 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC1.44MShares$181 Million0.01% of portfolio
-
Jpmorgan Chase & CO New York, NY1.24MShares$156 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.16MShares$146 Million0.05% of portfolio