Sound View Wealth Advisors Group, LLC Ishares Msci Kld 400 Social Et Transaction History
Sound View Wealth Advisors Group, LLC
- $1.21 Billion
- Q3 2024
A detailed history of Sound View Wealth Advisors Group, LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Sound View Wealth Advisors Group, LLC holds 3,500 shares of DSI stock, worth $386,470. This represents 0.03% of its overall portfolio holdings.
Number of Shares
3,500Holding current value
$386,470% of portfolio
0.03%Shares
1 transactions
Others Institutions Holding DSI
# of Institutions
574Shares Held
26MCall Options Held
3KPut Options Held
800-
Morgan Stanley New York, NY4.87MShares$538 Million0.04% of portfolio
-
Envestnet Asset Management Inc2.18MShares$241 Million0.08% of portfolio
-
Bank Of America Corp Charlotte, NC1.56MShares$172 Million0.01% of portfolio
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Jpmorgan Chase & CO New York, NY1.53MShares$169 Million0.01% of portfolio
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Ameriprise Financial Inc Minneapolis, MN983KShares$109 Million0.03% of portfolio