Wealth Management Partners, LLC Ishares Msci Kld 400 Social Et Transaction History
Wealth Management Partners, LLC
- $229 Million
- Q4 2024
A detailed history of Wealth Management Partners, LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Wealth Management Partners, LLC holds 10,805 shares of DSI stock, worth $1.1 Million. This represents 0.52% of its overall portfolio holdings.
Number of Shares
10,805
Previous 10,807
0.02%
Holding current value
$1.1 Million
Previous $1.18 Million
1.36%
% of portfolio
0.52%
Previous 0.55%
Shares
14 transactions
Others Institutions Holding DSI
# of Institutions
616Shares Held
27.6MCall Options Held
3.1KPut Options Held
1.6K-
Morgan Stanley New York, NY4.75MShares$485 Million0.04% of portfolio
-
Envestnet Asset Management Inc2.02MShares$206 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC1.69MShares$173 Million0.02% of portfolio
-
Jpmorgan Chase & CO New York, NY1.39MShares$142 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.01MShares$103 Million0.05% of portfolio