Spectrum Planning & Advisory Services Inc. Ishares Msci Kld 400 Social Et Transaction History
Spectrum Planning & Advisory Services Inc.
- $148 Million
- Q3 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 3,466 shares of DSI stock, worth $439,454. This represents 0.29% of its overall portfolio holdings.
Number of Shares
3,466
Previous 3,473
0.2%
Holding current value
$439,454
Previous $403,000
8.19%
% of portfolio
0.29%
Previous 0.3%
Shares
11 transactions
Others Institutions Holding DSI
# of Institutions
643Shares Held
24.4MCall Options Held
0Put Options Held
2.5K-
Morgan Stanley New York, NY3.81MShares$483 Million0.03% of portfolio
-
Envestnet Asset Management Inc1.93MShares$244 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC1.37MShares$174 Million0.01% of portfolio
-
Jpmorgan Chase & CO New York, NY1.24MShares$157 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.21MShares$154 Million0.05% of portfolio