Ulland Investment Advisors, LLC Ishares Msci Kld 400 Social Et Transaction History
Ulland Investment Advisors, LLC
- $137 Million
- Q3 2024
A detailed history of Ulland Investment Advisors, LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Ulland Investment Advisors, LLC holds 14,260 shares of DSI stock, worth $1.59 Million. This represents 1.14% of its overall portfolio holdings.
Number of Shares
14,260
Previous 14,260
-0.0%
Holding current value
$1.59 Million
Previous $1.48 Million
4.73%
% of portfolio
1.14%
Previous 1.03%
Shares
1 transactions
Others Institutions Holding DSI
# of Institutions
574Shares Held
26MCall Options Held
3KPut Options Held
800-
Morgan Stanley New York, NY4.87MShares$543 Million0.04% of portfolio
-
Envestnet Asset Management Inc2.18MShares$244 Million0.08% of portfolio
-
Bank Of America Corp Charlotte, NC1.56MShares$174 Million0.01% of portfolio
-
Jpmorgan Chase & CO New York, NY1.53MShares$170 Million0.01% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN983KShares$110 Million0.03% of portfolio