Sovereign Financial Group, Inc. Ishares Msci Kld 400 Social Et Transaction History
Sovereign Financial Group, Inc.
- $421 Million
- Q3 2024
A detailed history of Sovereign Financial Group, Inc. transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Sovereign Financial Group, Inc. holds 2,040 shares of DSI stock, worth $225,256. This represents 0.05% of its overall portfolio holdings.
Number of Shares
2,040
Previous 2,040
-0.0%
Holding current value
$225,256
Previous $211,000
4.74%
% of portfolio
0.05%
Previous 0.05%
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
-
Jpmorgan Chase & CO New York, NY1.53MShares$169 Million0.01% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN983KShares$109 Million0.03% of portfolio