Sage Financial Management Group, Inc. Ishares Msci Kld 400 Social Et Transaction History
Sage Financial Management Group, Inc.
- $276 Million
- Q1 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 3,160 shares of DSI stock, worth $350,159. This represents 0.12% of its overall portfolio holdings.
Number of Shares
3,160
Previous 4,150
23.86%
Holding current value
$350,159
Previous $458,000
29.26%
% of portfolio
0.12%
Previous 0.17%
Shares
11 transactions
Others Institutions Holding DSI
# of Institutions
606Shares Held
25.4MCall Options Held
1KPut Options Held
1.6K-
Morgan Stanley New York, NY3.9MShares$433 Million0.03% of portfolio
-
Envestnet Asset Management Inc2.03MShares$225 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC1.44MShares$160 Million0.01% of portfolio
-
Jpmorgan Chase & CO New York, NY1.24MShares$137 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.01MShares$112 Million0.04% of portfolio