Sage View Advisory Group, LLC Ishares Msci Kld 400 Social Et Transaction History
Sage View Advisory Group, LLC
- $2.35 Trillion
- Q1 2025
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 41,880 shares of DSI stock, worth $4.64 Million. This represents 0.18% of its overall portfolio holdings.
Number of Shares
41,880
Previous 62,713
33.22%
Holding current value
$4.64 Million
Previous $6.91 Billion
37.97%
% of portfolio
0.18%
Previous 0.3%
Shares
9 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