Wealthspan Partners, LLC Ishares Msci Kld 400 Social Et Transaction History

Wealthspan Partners, LLC

  • $198 Million
  • Q3 2024

A detailed history of Wealthspan Partners, LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Wealthspan Partners, LLC holds 2,138 shares of DSI stock, worth $242,898. This represents 0.12% of its overall portfolio holdings.

Number of Shares
2,138
Previous 2,133 0.23%
Holding current value
$242,898
Previous $221,000 4.98%
% of portfolio
0.12%
Previous 0.12%

Shares

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

Nov 04, 2024
BUY
$97.81 - $108.79 $489 - $543
5 Added 0.23%
2,138 $232,000
Q2 2024

Jul 19, 2024
BUY
$94.27 - $104.77 $282 - $314
3 Added 0.14%
2,133 $221,000
Q1 2024

Apr 29, 2024
BUY
$89.27 - $100.81 $190,145 - $214,725
2,130 New
2,130 $214,000

Others Institutions Holding DSI

# of Institutions
573
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
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