Spectrum Planning & Advisory Services Inc. Ishares Msci Kld 400 Social Et Transaction History
Spectrum Planning & Advisory Services Inc.
- $133 Million
- Q2 2025
A detailed history of Spectrum Planning & Advisory Services Inc. transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Spectrum Planning & Advisory Services Inc. holds 3,473 shares of DSI stock, worth $429,644. This represents 0.3% of its overall portfolio holdings.
Number of Shares
3,473
Previous 3,684
5.73%
Holding current value
$429,644
Previous $377,000
6.9%
% of portfolio
0.3%
Previous 0.36%
Shares
10 transactions
Others Institutions Holding DSI
# of Institutions
629Shares Held
24.9MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY3.83MShares$474 Million0.03% of portfolio
-
Envestnet Asset Management Inc1.98MShares$246 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC1.44MShares$178 Million0.01% of portfolio
-
Jpmorgan Chase & CO New York, NY1.24MShares$153 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.16MShares$144 Million0.05% of portfolio