Tempus Wealth Planning, LLC Ishares Msci Kld 400 Social Et Transaction History
Tempus Wealth Planning, LLC
- $226 Million
- Q2 2024
A detailed history of Tempus Wealth Planning, LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Tempus Wealth Planning, LLC holds 13,226 shares of DSI stock, worth $1.44 Million. This represents 0.61% of its overall portfolio holdings.
Number of Shares
13,226
Previous 12,659
4.48%
Holding current value
$1.44 Million
Previous $1.28 Million
7.6%
% of portfolio
0.61%
Previous 0.62%
Shares
19 transactions
Others Institutions Holding DSI
# of Institutions
552Shares Held
26.4MCall Options Held
3KPut Options Held
700-
Morgan Stanley New York, NY4.76MShares$517 Million0.04% of portfolio
-
Envestnet Asset Management Inc2.42MShares$263 Million0.09% of portfolio
-
Bank Of America Corp Charlotte, NC1.63MShares$177 Million0.02% of portfolio
-
Jpmorgan Chase & CO New York, NY1.55MShares$168 Million0.01% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1MShares$109 Million0.03% of portfolio