Traphagen Investment Advisors LLC Ishares Msci Kld 400 Social Et Transaction History
Traphagen Investment Advisors LLC
- $870 Million
- Q4 2024
A detailed history of Traphagen Investment Advisors LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Traphagen Investment Advisors LLC holds 5,539 shares of DSI stock, worth $594,556. This represents 0.07% of its overall portfolio holdings.
Number of Shares
5,539
Previous 5,600
1.09%
Holding current value
$594,556
Previous $609,000
0.16%
% of portfolio
0.07%
Previous 0.07%
Shares
20 transactions
Others Institutions Holding DSI
# of Institutions
615Shares Held
27.6MCall Options Held
3.1KPut Options Held
1.6K-
Morgan Stanley New York, NY4.75MShares$510 Million0.04% of portfolio
-
Envestnet Asset Management Inc2.02MShares$217 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC1.69MShares$182 Million0.02% of portfolio
-
Jpmorgan Chase & CO New York, NY1.39MShares$149 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.01MShares$108 Million0.05% of portfolio