Ridgecrest Wealth Partners, LLC Ishares Msci Kld 400 Social Et Transaction History
Ridgecrest Wealth Partners, LLC
- $190 Million
- Q1 2025
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 2,038 shares of DSI stock, worth $206,164. This represents 0.11% of its overall portfolio holdings.
Number of Shares
2,038
Previous 2,040
0.1%
Holding current value
$206,164
Previous $224,000
7.14%
% of portfolio
0.11%
Previous 0.12%
Shares
4 transactions
Others Institutions Holding DSI
# of Institutions
611Shares Held
27.4MCall Options Held
3.1KPut Options Held
1.6K-
Morgan Stanley New York, NY4.75MShares$481 Million0.04% of portfolio
-
Envestnet Asset Management Inc2.02MShares$204 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC1.69MShares$171 Million0.02% of portfolio
-
Jpmorgan Chase & CO New York, NY1.39MShares$141 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.01MShares$102 Million0.05% of portfolio