Ulland Investment Advisors, LLC Ishares Msci Kld 400 Social Et Transaction History
Ulland Investment Advisors, LLC
- $157 Million
- Q4 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 $1.61 Million. This represents 1.0% of its overall portfolio holdings.
Number of Shares
14,260
Previous 14,260
-0.0%
Holding current value
$1.61 Million
Previous $1.55 Million
1.35%
% of portfolio
1.0%
Previous 1.14%
Shares
1 transactions
Others Institutions Holding DSI
# of Institutions
580Shares Held
26.1MCall Options Held
3KPut Options Held
800-
Morgan Stanley New York, NY4.87MShares$549 Million0.04% of portfolio
-
Envestnet Asset Management Inc2.18MShares$246 Million0.08% of portfolio
-
Bank Of America Corp Charlotte, NC1.56MShares$176 Million0.01% of portfolio
-
Jpmorgan Chase & CO New York, NY1.53MShares$172 Million0.01% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN983KShares$111 Million0.03% of portfolio