Warren Averett Asset Management, LLC Ishares Msci Kld 400 Social Et Transaction History

Warren Averett Asset Management, LLC

  • $7.99 Billion
  • Q1 2025

A detailed history of Warren Averett Asset Management, LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Warren Averett Asset Management, LLC holds 16,852 shares of DSI stock, worth $2.03 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
16,852
Previous 2,314 628.26%
Holding current value
$2.03 Million
Previous $255,000 576.47%
% of portfolio
0.02%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
BUY
$101.98 - $115.66 $1.48 Million - $1.68 Million
14,538 Added 628.26%
16,852 $1.73 Million
Q4 2024

Feb 14, 2025
BUY
$107.41 - $115.71 $248,546 - $267,752
2,314 New
2,314 $255,000

Others Institutions Holding DSI

# of Institutions
622
Shares Held
25.1M
Call Options Held
1K
Put Options Held
1.6K
View Full List

About ISHARES MSCI KLD 400 SOCIAL ET

DSI Quotes by TradingView
  • Ticker DSI
  • Sector ETFs
  • Industry ETFs
More about DSI
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