Sofi Wealth, LLC Ishares Msci Kld 400 Social Et Transaction History

Sofi Wealth, LLC

$732 Million
Q4 2024

A detailed history of Sofi Wealth, LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Sofi Wealth, LLC holds 1,604 shares of DSI stock, worth $178,124. This represents 0.02% of its overall portfolio holdings.

Number of Shares

1,604

Holding current value

$178,124

% of portfolio

0.02%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 04, 2025	BUY	$107.41 - $115.71 $172,285 - $185,598	1,604 New	1,604 $176,000

Others Institutions Holding DSI

# of Institutions

593

Shares Held

26.5M

Call Options Held

Put Options Held

800

Morgan Stanley New York, NY

4.87M
Shares

$541 Million
0.04% of portfolio
Envestnet Asset Management Inc

2.18M
Shares

$243 Million
0.08% of portfolio
Bank Of America Corp Charlotte, NC

1.56M
Shares

$173 Million
0.01% of portfolio
Jpmorgan Chase & CO New York, NY

1.53M
Shares

$170 Million
0.01% of portfolio
Ameriprise Financial Inc Minneapolis, MN

983K
Shares

$109 Million
0.03% of portfolio

View Full List

About ISHARES MSCI KLD 400 SOCIAL ET

Ticker DSI
Sector ETFs
Industry ETFs

More about DSI

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Sofi Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sofi Wealth, LLC with notifications on news.

Account