Strategic Wealth Partners Group LLC Ishares Msci Kld 400 Social Et Transaction History

Strategic Wealth Partners Group LLC

  • $851 Million
  • Q1 2024

A detailed history of Strategic Wealth Partners Group LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Strategic Wealth Partners Group LLC holds 45,700 shares of DSI stock, worth $4.83 Million. This represents 0.54% of its overall portfolio holdings.

Number of Shares
45,700
Previous 47,702 4.2%
Holding current value
$4.83 Million
Previous $4.34 Million 6.08%
% of portfolio
0.54%
Previous 0.59%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 30, 2024
SELL
$89.27 - $100.81 $178,718 - $201,821
-2,002 Reduced 4.2%
45,700 $4.61 Million
Q4 2023

Feb 13, 2024
BUY
$77.74 - $91.23 $254,753 - $298,960
3,277 Added 7.38%
47,702 $4.34 Million
Q3 2023

Nov 14, 2023
BUY
$80.77 - $87.25 $43,938 - $47,464
544 Added 1.24%
44,425 $3.62 Million
Q2 2023

Aug 10, 2023
BUY
$76.24 - $84.24 $382,191 - $422,295
5,013 Added 12.9%
43,881 $3.69 Million
Q1 2023

May 11, 2023
BUY
$71.07 - $79.2 $327,774 - $365,270
4,612 Added 13.46%
38,868 $2.99 Million
Q4 2022

Feb 07, 2023
BUY
$69.01 - $76.94 $411,023 - $458,254
5,956 Added 21.05%
34,256 $2.46 Million
Q3 2022

Nov 08, 2022
BUY
N/A
2,010 Added 7.65%
28,300 $1.9 Million
Q2 2022

Aug 12, 2022
BUY
N/A
3,979 Added 17.83%
26,290 $1.89 Million
Q1 2022

May 12, 2022
BUY
N/A
8,571 Added 62.38%
22,311 $1.93 Million
Q4 2021

Feb 11, 2022
BUY
N/A
10,104 Added 277.89%
13,740 $1.28 Million
Q3 2021

Nov 12, 2021
BUY
N/A
3,636 New
3,636 $303,000

Others Institutions Holding DSI

# of Institutions
530
Shares Held
25.4M
Call Options Held
3K
Put Options Held
400
View Full List

About ISHARES MSCI KLD 400 SOCIAL ET

DSI Quotes by TradingView
  • Ticker DSI
  • Sector ETFs
  • Industry ETFs
More about DSI
Track This Portfolio

Track Strategic Wealth Partners Group LLC Portfolio

Follow Strategic Wealth Partners Group LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Strategic Wealth Partners Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Strategic Wealth Partners Group LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email