Rise Advisors, LLC Ishares Msci Kld 400 Social Et Transaction History
Rise Advisors, LLC
- $242 Million
- Q2 2025
A detailed history of Rise Advisors, LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Rise Advisors, LLC holds 1,330 shares of DSI stock, worth $160,225. This represents 0.06% of its overall portfolio holdings.
Number of Shares
1,330
Previous 1,327
0.23%
Holding current value
$160,225
Previous $135,000
14.07%
% of portfolio
0.06%
Previous 0.06%
Shares
14 transactions
Others Institutions Holding DSI
# of Institutions
622Shares Held
25MCall Options Held
1KPut Options Held
1.6K-
Morgan Stanley New York, NY3.9MShares$470 Million0.03% of portfolio
-
Envestnet Asset Management Inc1.98MShares$239 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC1.44MShares$174 Million0.01% of portfolio
-
Jpmorgan Chase & CO New York, NY1.24MShares$149 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.01MShares$122 Million0.04% of portfolio