Potentia Wealth Ishares Msci Kld 400 Social Et Transaction History
Potentia Wealth
- $213 Billion
- Q1 2025
A detailed history of Potentia Wealth transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Potentia Wealth holds 12,195 shares of DSI stock, worth $1.42 Million. This represents 0.59% of its overall portfolio holdings.
Number of Shares
12,195
Previous 9,769
24.83%
Holding current value
$1.42 Million
Previous $1.08 Billion
15.96%
% of portfolio
0.59%
Previous 0.48%
Shares
2 transactions
Others Institutions Holding DSI
# of Institutions
606Shares Held
25.4MCall Options Held
1KPut Options Held
1.6K-
Morgan Stanley New York, NY3.9MShares$455 Million0.03% of portfolio
-
Envestnet Asset Management Inc2.03MShares$237 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC1.44MShares$168 Million0.01% of portfolio
-
Jpmorgan Chase & CO New York, NY1.24MShares$145 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.01MShares$118 Million0.04% of portfolio