Ridgecrest Wealth Partners, LLC Ishares Msci Kld 400 Social Et Transaction History
Ridgecrest Wealth Partners, LLC
- $167 Million
- Q1 2024
A detailed history of Ridgecrest Wealth Partners, LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Ridgecrest Wealth Partners, LLC holds 2,040 shares of DSI stock, worth $218,688. This represents 0.12% of its overall portfolio holdings.
Number of Shares
2,040Holding current value
$218,688% of portfolio
0.12%Shares
3 transactions
Others Institutions Holding DSI
# of Institutions
533Shares Held
25.4MCall Options Held
3KPut Options Held
400-
Morgan Stanley New York, NY4.55MShares$488 Million0.04% of portfolio
-
Envestnet Asset Management Inc2.42MShares$259 Million0.09% of portfolio
-
Jpmorgan Chase & CO New York, NY1.63MShares$175 Million0.01% of portfolio
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Bank Of America Corp Charlotte, NC1.57MShares$168 Million0.01% of portfolio
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Ameriprise Financial Inc Minneapolis, MN1.01MShares$108 Million0.03% of portfolio