Valmark Advisers, Inc. Ishares Msci Kld 400 Social Et Transaction History
Valmark Advisers, Inc.
- $6.38 Billion
- Q4 2024
A detailed history of Valmark Advisers, Inc. transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Valmark Advisers, Inc. holds 8,632 shares of DSI stock, worth $926,558. This represents 0.01% of its overall portfolio holdings.
Number of Shares
8,632
Previous 8,632
-0.0%
Holding current value
$926,558
Previous $939,000
1.28%
% of portfolio
0.01%
Previous 0.01%
Shares
19 transactions
Others Institutions Holding DSI
# of Institutions
614Shares Held
27.6MCall Options Held
3.1KPut Options Held
1.6K-
Morgan Stanley New York, NY4.75MShares$510 Million0.04% of portfolio
-
Envestnet Asset Management Inc2.02MShares$217 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC1.69MShares$182 Million0.02% of portfolio
-
Jpmorgan Chase & CO New York, NY1.39MShares$149 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.01MShares$108 Million0.05% of portfolio