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 $2.62 Million. This represents 5.05% of its overall portfolio holdings.
Number of Shares
24,810
Previous 24,810
-0.0%
Holding current value
$2.62 Million
Previous $1.93 Million
7.96%
% of portfolio
5.05%
Previous 4.04%
Shares
1 transactions
Others Institutions Holding DSI
# of Institutions
530Shares Held
25.4MCall Options Held
3KPut Options Held
400-
Morgan Stanley New York, NY4.55MShares$480 Million0.04% of portfolio
-
Envestnet Asset Management Inc2.42MShares$255 Million0.09% of portfolio
-
Jpmorgan Chase & CO New York, NY1.63MShares$172 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.57MShares$165 Million0.01% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.01MShares$106 Million0.03% of portfolio