Tritonpoint Wealth, LLC Ishares Msci Kld 400 Social Et Transaction History

Tritonpoint Wealth, LLC

$1.09 Trillion
Q3 2024

A detailed history of Tritonpoint Wealth, LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Tritonpoint Wealth, LLC holds 2,090 shares of DSI stock, worth $235,793. This represents 0.02% of its overall portfolio holdings.

Number of Shares

2,090

Holding current value

$235,793

% of portfolio

0.02%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 28, 2024	BUY	$97.81 - $108.79 $204,422 - $227,371	2,090 New	2,090 $227 Million

Others Institutions Holding DSI

# of Institutions

572

Shares Held

26M

Call Options Held

Put Options Held

800

Morgan Stanley New York, NY

4.87M
Shares

$549 Million
0.04% of portfolio
Envestnet Asset Management Inc

2.18M
Shares

$246 Million
0.08% of portfolio
Bank Of America Corp Charlotte, NC

1.56M
Shares

$176 Million
0.01% of portfolio
Jpmorgan Chase & CO New York, NY

1.53M
Shares

$172 Million
0.01% of portfolio
Ameriprise Financial Inc Minneapolis, MN

983K
Shares

$111 Million
0.03% of portfolio

View Full List

About ISHARES MSCI KLD 400 SOCIAL ET

Ticker DSI
Sector ETFs
Industry ETFs

More about DSI

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Tritonpoint Wealth, LLC Ishares Msci Kld 400 Social Et Transaction History