Shepherd Financial Partners LLC Ishares Msci Kld 400 Social Et Transaction History
Shepherd Financial Partners LLC
- $761 Million
- Q1 2024
A detailed history of Shepherd Financial Partners LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Shepherd Financial Partners LLC holds 30,002 shares of DSI stock, worth $3.14 Million. This represents 0.4% of its overall portfolio holdings.
Number of Shares
30,002
Previous 30,310
1.02%
Holding current value
$3.14 Million
Previous $2.76 Million
9.6%
% of portfolio
0.4%
Previous 0.39%
Shares
27 transactions
Others Institutions Holding DSI
# of Institutions
530Shares Held
25.4MCall Options Held
3KPut Options Held
400-
Morgan Stanley New York, NY4.55MShares$476 Million0.04% of portfolio
-
Envestnet Asset Management Inc2.42MShares$253 Million0.09% of portfolio
-
Jpmorgan Chase & CO New York, NY1.63MShares$171 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.57MShares$164 Million0.01% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.01MShares$105 Million0.03% of portfolio