Stratos Wealth Advisors, LLC Ishares Msci Kld 400 Social Et Transaction History

Stratos Wealth Advisors, LLC

  • $2.03 Billion
  • Q4 2024

A detailed history of Stratos Wealth Advisors, LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Stratos Wealth Advisors, LLC holds 4,468 shares of DSI stock, worth $495,501. This represents 0.02% of its overall portfolio holdings.

Number of Shares
4,468
Previous 5,258 15.02%
Holding current value
$495,501
Previous $572,000 13.99%
% of portfolio
0.02%
Previous 0.03%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 27, 2025
SELL
$107.41 - $115.71 $84,853 - $91,410
-790 Reduced 15.02%
4,468 $492,000
Q3 2024

Oct 17, 2024
SELL
$97.81 - $108.79 $329,521 - $366,513
-3,369 Reduced 39.05%
5,258 $572,000
Q2 2024

Jul 24, 2024
BUY
$94.27 - $104.77 $113,689 - $126,352
1,206 Added 16.25%
8,627 $895,000
Q1 2024

Apr 16, 2024
SELL
$89.27 - $100.81 $53,472 - $60,385
-599 Reduced 7.47%
7,421 $748,000
Q4 2023

Jan 24, 2024
BUY
$77.74 - $91.23 $71,287 - $83,657
917 Added 12.91%
8,020 $730,000
Q3 2023

Oct 24, 2023
SELL
$80.77 - $87.25 $31,419 - $33,940
-389 Reduced 5.19%
7,103 $578,000
Q2 2023

Jul 18, 2023
SELL
$76.24 - $84.24 $3,430 - $3,790
-45 Reduced 0.6%
7,492 $630,000
Q1 2023

Apr 27, 2023
BUY
$71.07 - $79.2 $62,044 - $69,141
873 Added 13.1%
7,537 $587,000
Q4 2022

Jan 19, 2023
BUY
$66.36 - $76.94 $88,656 - $102,791
1,336 Added 25.08%
6,664 $0
Q3 2022

Oct 24, 2022
SELL
$66.97 - $81.69 $18,617 - $22,709
-278 Reduced 4.96%
5,328 $357,000
Q2 2022

Jul 22, 2022
BUY
$69.6 - $87.62 $390,177 - $491,197
5,606 New
5,606 $403,000

Others Institutions Holding DSI

# of Institutions
612
Shares Held
28M
Call Options Held
3.1K
Put Options Held
1.6K
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 Stratos Wealth Advisors, LLC Portfolio

Follow Stratos Wealth Advisors, 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 Stratos Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Stratos Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email