Simplicity Wealth,Llc Ishares Msci Kld 400 Social Et Transaction History

Simplicity Wealth,Llc

  • $1.04 Billion
  • Q3 2024

A detailed history of Simplicity Wealth,Llc transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Simplicity Wealth,Llc holds 2,022 shares of DSI stock, worth $230,406. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,022
Previous 2,120 4.62%
Holding current value
$230,406
Previous $220,000 0.45%
% of portfolio
0.02%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 09, 2024
SELL
$97.81 - $108.79 $9,585 - $10,661
-98 Reduced 4.62%
2,022 $219,000
Q2 2024

Jul 10, 2024
BUY
$94.27 - $104.77 $9,615 - $10,686
102 Added 5.05%
2,120 $220,000
Q1 2024

Apr 24, 2024
BUY
$89.27 - $100.81 $180,146 - $203,434
2,018 New
2,018 $203,000

Others Institutions Holding DSI

# of Institutions
574
Shares Held
26M
Call Options Held
3K
Put Options Held
800
View Full List

About ISHARES MSCI KLD 400 SOCIAL ET

DSI Quotes by TradingView
  • Ticker DSI
  • Sector ETFs
  • Industry ETFs
More about DSI
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