Soa Wealth Advisors, Llc. Ishares Msci Kld 400 Social Et Transaction History
Soa Wealth Advisors, Llc.
- $850 Million
- Q1 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 12,678 shares of DSI stock, worth $1.48 Million. This represents 0.15% of its overall portfolio holdings.
Number of Shares
12,678
Previous 49,115
74.19%
Holding current value
$1.48 Million
Previous $5.41 Million
76.12%
% of portfolio
0.15%
Previous 1.02%
Shares
18 transactions
Others Institutions Holding DSI
# of Institutions
606Shares Held
25.4MCall Options Held
1KPut Options Held
1.6K-
Morgan Stanley New York, NY3.9MShares$455 Million0.03% of portfolio
-
Envestnet Asset Management Inc2.03MShares$237 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC1.44MShares$168 Million0.01% of portfolio
-
Jpmorgan Chase & CO New York, NY1.24MShares$145 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.01MShares$118 Million0.04% of portfolio