Spectrum Planning & Advisory Services Inc. Ishares Msci Kld 400 Social Et Call Options Transaction History

Spectrum Planning & Advisory Services Inc.

$104 Million
Q1 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form
Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding DSI

# of Institutions

606

Shares Held

25.5M

Call Options Held

Put Options Held

1.6K

Morgan Stanley New York, NY

3.9M
Shares

$397 Million
0.03% of portfolio
Envestnet Asset Management Inc

2.03M
Shares

$207 Million
0.07% of portfolio
Bank Of America Corp Charlotte, NC

1.44M
Shares

$147 Million
0.01% of portfolio
Jpmorgan Chase & CO New York, NY

1.24M
Shares

$126 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

1.01M
Shares

$103 Million
0.04% of portfolio

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About ISHARES MSCI KLD 400 SOCIAL ET

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