A detailed history of Stratos Wealth Partners, Ltd. transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Stratos Wealth Partners, Ltd. holds 2,471 shares of DSI stock, worth $282,460. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,471
Previous 2,399 3.0%
Holding current value
$282,460
Previous $249,000 7.63%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 17, 2024

BUY
$97.81 - $108.79 $7,042 - $7,832
72 Added 3.0%
2,471 $268,000
Q1 2024

Apr 16, 2024

SELL
$89.27 - $100.81 $178 - $201
-2 Reduced 0.08%
2,399 $241,000
Q4 2023

Jan 24, 2024

BUY
$77.74 - $91.23 $186,653 - $219,043
2,401 New
2,401 $218,000

Others Institutions Holding DSI

About ISHARES MSCI KLD 400 SOCIAL ET


  • Ticker DSI
  • Sector ETFs
  • Industry ETFs
More about DSI
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