Sequent Planning LLC Ishares Msci Kld 400 Social Et Transaction History

Sequent Planning LLC

  • $272 Billion
  • Q4 2024

A detailed history of Sequent Planning LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Sequent Planning LLC holds 1,937 shares of DSI stock, worth $211,326. This represents 0.08% of its overall portfolio holdings.

Number of Shares
1,937
Holding current value
$211,326
% of portfolio
0.08%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 11, 2025
BUY
$107.41 - $115.71 $208,053 - $224,130
1,937 New
1,937 $214 Million

Others Institutions Holding DSI

# of Institutions
614
Shares Held
27.6M
Call Options Held
3.1K
Put Options Held
1.6K
View Full List

About ISHARES MSCI KLD 400 SOCIAL ET

DSI Quotes by TradingView
  • Ticker DSI
  • Sector ETFs
  • Industry ETFs
More about DSI
Track This Portfolio

Track Sequent Planning LLC Portfolio

Follow Sequent Planning LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sequent Planning LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sequent Planning LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email