Wealth Advisory Team LLC Ishares Msci Kld 400 Social Et Transaction History
Wealth Advisory Team LLC
- $107 Billion
- Q2 2025
A detailed history of Wealth Advisory Team LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Wealth Advisory Team LLC holds 9,724 shares of DSI stock, worth $1.22 Million. This represents 1.06% of its overall portfolio holdings.
Number of Shares
9,724Holding current value
$1.22 Million% of portfolio
1.06%Shares
1 transactions
Others Institutions Holding DSI
# of Institutions
632Shares Held
24.8MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY3.83MShares$482 Million0.03% of portfolio
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Envestnet Asset Management Inc1.98MShares$250 Million0.07% of portfolio
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Bank Of America Corp Charlotte, NC1.44MShares$181 Million0.01% of portfolio
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Jpmorgan Chase & CO New York, NY1.24MShares$156 Million0.01% of portfolio
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Lpl Financial LLC Fort Mill, SC1.16MShares$146 Million0.05% of portfolio