Sage Financial Management Group, Inc. Ishares Msci Kld 400 Social Et Transaction History
Sage Financial Management Group, Inc.
- $313 Million
- Q3 2025
A detailed history of Sage Financial Management Group, Inc. transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Sage Financial Management Group, Inc. holds 3,029 shares of DSI stock, worth $381,441. This represents 0.12% of its overall portfolio holdings.
Number of Shares
3,029
Previous 3,029
-0.0%
Holding current value
$381,441
Previous $352,000
8.24%
% of portfolio
0.12%
Previous 0.12%
Shares
12 transactions
Others Institutions Holding DSI
# of Institutions
639Shares Held
24.7MCall Options Held
0Put Options Held
2.5K-
Morgan Stanley New York, NY3.83MShares$482 Million0.03% of portfolio
-
Envestnet Asset Management Inc1.98MShares$250 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC1.44MShares$181 Million0.01% of portfolio
-
Jpmorgan Chase & CO New York, NY1.24MShares$156 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.16MShares$146 Million0.05% of portfolio