Savvy Advisors, Inc. Ishares Msci Kld 400 Social Et Transaction History
Savvy Advisors, Inc.
- $492 Billion
- Q3 2024
A detailed history of Savvy Advisors, Inc. transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Savvy Advisors, Inc. holds 3,412 shares of DSI stock, worth $380,949. This represents 0.08% of its overall portfolio holdings.
Number of Shares
3,412
Previous 3,300
3.39%
Holding current value
$380,949
Previous $343 Million
8.31%
% of portfolio
0.08%
Previous 0.11%
Shares
2 transactions
Others Institutions Holding DSI
# of Institutions
572Shares Held
26MCall Options Held
3KPut Options Held
800-
Morgan Stanley New York, NY4.87MShares$544 Million0.04% of portfolio
-
Envestnet Asset Management Inc2.18MShares$244 Million0.08% of portfolio
-
Bank Of America Corp Charlotte, NC1.56MShares$174 Million0.01% of portfolio
-
Jpmorgan Chase & CO New York, NY1.53MShares$170 Million0.01% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN983KShares$110 Million0.03% of portfolio