Sk Wealth Management, LLC Ishares Msci Kld 400 Social Et Transaction History

Sk Wealth Management, LLC

  • $231 Billion
  • Q2 2025

A detailed history of Sk Wealth Management, LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Sk Wealth Management, LLC holds 4,270 shares of DSI stock, worth $514,406. This represents 0.22% of its overall portfolio holdings.

Number of Shares
4,270
Previous 4,261 0.21%
Holding current value
$514,406
Previous $402 Million 24.86%
% of portfolio
0.22%
Previous 0.22%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 10, 2025
BUY
$91.62 - $116.16 $824 - $1,045
9 Added 0.21%
4,270 $501 Million
Q1 2025

Apr 22, 2025
BUY
$101.98 - $115.66 $1,019 - $1,156
10 Added 0.24%
4,261 $402 Million
Q3 2024

Dec 30, 2024
BUY
$97.81 - $108.79 $415,790 - $462,466
4,251 New
4,251 $476 Million

Others Institutions Holding DSI

# of Institutions
622
Shares Held
25M
Call Options Held
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 Sk Wealth Management, LLC Portfolio

Follow Sk Wealth Management, 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 Sk Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sk Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email