Ulrich Consultants & Investment Group, LLC Ishares Msci Kld 400 Social Et Transaction History
Ulrich Consultants & Investment Group, LLC
- $41.4 Million
- Q2 2023
A detailed history of Ulrich Consultants & Investment Group, LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Ulrich Consultants & Investment Group, LLC holds 24,810 shares of DSI stock, worth $2.75 Million. This represents 5.05% of its overall portfolio holdings.
Number of Shares
24,810
Previous 24,810
-0.0%
Holding current value
$2.75 Million
Previous $1.93 Million
7.96%
% of portfolio
5.05%
Previous 4.04%
Shares
1 transactions
Others Institutions Holding DSI
# of Institutions
612Shares Held
28MCall Options Held
3.1KPut Options Held
1.6K-
Morgan Stanley New York, NY4.75MShares$527 Million0.04% of portfolio
-
Envestnet Asset Management Inc2.02MShares$224 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC1.69MShares$188 Million0.02% of portfolio
-
Jpmorgan Chase & CO New York, NY1.39MShares$154 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.01MShares$112 Million0.05% of portfolio