Synergy Asset Management, LLC Ishares Msci Kld 400 Social Et Transaction History
Synergy Asset Management, LLC
- $1.25 Billion
- Q4 2024
A detailed history of Synergy Asset Management, LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Synergy Asset Management, LLC holds 400 shares of DSI stock, worth $46,264. This represents 0.0% of its overall portfolio holdings.
Number of Shares
400Holding current value
$46,264% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding DSI
# of Institutions
578Shares Held
26.1MCall Options Held
3KPut Options Held
800-
Morgan Stanley New York, NY4.87MShares$563 Million0.04% of portfolio
-
Envestnet Asset Management Inc2.18MShares$253 Million0.08% of portfolio
-
Bank Of America Corp Charlotte, NC1.56MShares$180 Million0.01% of portfolio
-
Jpmorgan Chase & CO New York, NY1.53MShares$177 Million0.01% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN983KShares$114 Million0.03% of portfolio