Wealth Enhancement Advisory Services, LLC Ishares Msci Kld 400 Social Et Transaction History

Wealth Enhancement Advisory Services, LLC

  • $44.5 Billion
  • Q3 2024

A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 16,791 shares of DSI stock, worth $1.91 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
16,791
Previous 20,199 16.87%
Holding current value
$1.91 Million
Previous $2.1 Million 12.92%
% of portfolio
0.0%
Previous 0.01%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 23, 2024
SELL
$97.81 - $108.79 $333,336 - $370,756
-3,408 Reduced 16.87%
16,791 $1.83 Million
Q2 2024

Jul 16, 2024
BUY
$94.27 - $104.77 $138,294 - $153,697
1,467 Added 7.83%
20,199 $2.1 Million
Q1 2024

Apr 15, 2024
SELL
$89.27 - $100.81 $34,279 - $38,711
-384 Reduced 2.01%
18,732 $1.89 Million
Q4 2023

Jan 30, 2024
SELL
$77.74 - $91.23 $903,882 - $1.06 Million
-11,627 Reduced 37.82%
19,116 $1.74 Million
Q3 2023

Nov 13, 2023
BUY
$80.77 - $87.25 $2.48 Million - $2.68 Million
30,743 New
30,743 $2.5 Million
Q2 2022

Jul 18, 2022
BUY
$69.6 - $87.62 $270,744 - $340,841
3,890 Added 12.29%
35,548 $2.64 Million
Q1 2022

Apr 18, 2022
BUY
$79.44 - $93.34 $354,461 - $416,483
4,462 Added 16.41%
31,658 $2.77 Million
Q4 2021

Feb 08, 2022
BUY
$83.4 - $93.49 $1.26 Million - $1.41 Million
15,082 Added 124.5%
27,196 $2.36 Million
Q3 2021

Nov 03, 2021
BUY
$82.17 - $87.81 $995,407 - $1.06 Million
12,114 New
12,114 $1.09 Million

Others Institutions Holding DSI

# of Institutions
572
Shares Held
26M
Call Options Held
3K
Put Options Held
800
View Full List

About ISHARES MSCI KLD 400 SOCIAL ET

DSI Quotes by TradingView
  • Ticker DSI
  • Sector ETFs
  • Industry ETFs
More about DSI
Track This Portfolio

Track Wealth Enhancement Advisory Services, LLC Portfolio

Follow Wealth Enhancement Advisory Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Enhancement Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Enhancement Advisory Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email