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 $1.23 Million. This represents 1.06% of its overall portfolio holdings.

Number of Shares
9,724
Holding current value
$1.23 Million
% of portfolio
1.06%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 25, 2025
BUY
$91.62 - $116.16 $890,912 - $1.13 Million
9,724 New
9,724 $1.13 Billion

Others Institutions Holding DSI

# of Institutions
642
Shares Held
24.4M
Call Options Held
0
Put Options Held
2.5K
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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