Potentia Wealth Ishares Msci Kld 400 Social Et Transaction History

Potentia Wealth

$225 Billion
Q4 2024

A detailed history of Potentia Wealth transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Potentia Wealth holds 9,769 shares of DSI stock, worth $1.08 Million. This represents 0.48% of its overall portfolio holdings.

Number of Shares

9,769

Holding current value

$1.08 Million

% of portfolio

0.48%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 11, 2025	BUY	$107.41 - $115.71 $1.05 Million - $1.13 Million	9,769 New	9,769 $1.08 Billion

Others Institutions Holding DSI

# of Institutions

600

Shares Held

27.3M

Call Options Held

Put Options Held

800

Morgan Stanley New York, NY

4.87M
Shares

$540 Million
0.04% of portfolio
Envestnet Asset Management Inc

2.18M
Shares

$242 Million
0.08% of portfolio
Bank Of America Corp Charlotte, NC

1.56M
Shares

$173 Million
0.01% of portfolio
Jpmorgan Chase & CO New York, NY

1.39M
Shares

$154 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

1.01M
Shares

$111 Million
0.05% of portfolio

View Full List

About ISHARES MSCI KLD 400 SOCIAL ET

Ticker DSI
Sector ETFs
Industry ETFs

More about DSI

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