Steward Partners Investment Advisory, LLC Ishares Msci Kld 400 Social Et Transaction History
Steward Partners Investment Advisory, LLC
- $9.37 Billion
- Q2 2024
A detailed history of Steward Partners Investment Advisory, LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 27,342 shares of DSI stock, worth $3.12 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
27,342
Previous 26,023
5.07%
Holding current value
$3.12 Million
Previous $2.62 Million
8.23%
% of portfolio
0.03%
Previous 0.03%
Shares
26 transactions
Others Institutions Holding DSI
# of Institutions
567Shares Held
26.1MCall Options Held
3KPut Options Held
700-
Morgan Stanley New York, NY4.76MShares$544 Million0.04% of portfolio
-
Envestnet Asset Management Inc2.18MShares$249 Million0.08% of portfolio
-
Bank Of America Corp Charlotte, NC1.63MShares$186 Million0.02% of portfolio
-
Jpmorgan Chase & CO New York, NY1.53MShares$174 Million0.01% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1MShares$114 Million0.03% of portfolio