Sage View Advisory Group, LLC Ishares Msci Kld 400 Social Et Transaction History
Sage View Advisory Group, LLC
- $1.97 Trillion
- Q3 2024
A detailed history of Sage View Advisory Group, LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Sage View Advisory Group, LLC holds 63,648 shares of DSI stock, worth $7.17 Million. This represents 0.35% of its overall portfolio holdings.
Number of Shares
63,648
Previous 67,467
5.66%
Holding current value
$7.17 Million
Previous $7.01 Billion
1.17%
% of portfolio
0.35%
Previous 0.33%
Shares
7 transactions
Others Institutions Holding DSI
# of Institutions
572Shares Held
26MCall Options Held
3KPut Options Held
800-
Morgan Stanley New York, NY4.87MShares$548 Million0.04% of portfolio
-
Envestnet Asset Management Inc2.18MShares$246 Million0.08% of portfolio
-
Bank Of America Corp Charlotte, NC1.56MShares$175 Million0.01% of portfolio
-
Jpmorgan Chase & CO New York, NY1.53MShares$172 Million0.01% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN983KShares$111 Million0.03% of portfolio