Wealthsource Partners, LLC Ishares Msci Kld 400 Social Et Transaction History
Wealthsource Partners, LLC
- $1.52 Billion
- Q4 2023
A detailed history of Wealthsource Partners, LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Wealthsource Partners, LLC holds 24,827 shares of DSI stock, worth $2.69 Million. This represents 0.15% of its overall portfolio holdings.
Number of Shares
24,827
Previous 23,502
5.64%
Holding current value
$2.69 Million
Previous $1.91 Million
18.14%
% of portfolio
0.15%
Previous 0.13%
Shares
17 transactions
Others Institutions Holding DSI
# of Institutions
553Shares Held
26.4MCall Options Held
3KPut Options Held
700-
Morgan Stanley New York, NY4.76MShares$516 Million0.04% of portfolio
-
Envestnet Asset Management Inc2.42MShares$262 Million0.09% of portfolio
-
Bank Of America Corp Charlotte, NC1.63MShares$177 Million0.02% of portfolio
-
Jpmorgan Chase & CO New York, NY1.55MShares$167 Million0.01% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1MShares$108 Million0.03% of portfolio