Soa Wealth Advisors, Llc. Ishares Msci Kld 400 Social Et Transaction History
Soa Wealth Advisors, Llc.
- $897 Million
- Q2 2025
A detailed history of Soa Wealth Advisors, Llc. transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 12,643 shares of DSI stock, worth $1.52 Million. This represents 0.16% of its overall portfolio holdings.
Number of Shares
12,643
Previous 12,678
0.28%
Holding current value
$1.52 Million
Previous $1.29 Million
13.53%
% of portfolio
0.16%
Previous 0.15%
Shares
19 transactions
Others Institutions Holding DSI
# of Institutions
618Shares Held
25.2MCall Options Held
1KPut Options Held
1.6K-
Morgan Stanley New York, NY3.9MShares$471 Million0.03% of portfolio
-
Envestnet Asset Management Inc2.03MShares$245 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC1.44MShares$174 Million0.01% of portfolio
-
Jpmorgan Chase & CO New York, NY1.24MShares$150 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.01MShares$122 Million0.04% of portfolio