Wealthspan Partners, LLC Ishares Msci Kld 400 Social Et Transaction History
Wealthspan Partners, LLC
- $179 Million
- Q2 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 2,133 shares of DSI stock, worth $230,833. This represents 0.12% of its overall portfolio holdings.
Number of Shares
2,133
Previous 2,130
0.14%
Holding current value
$230,833
Previous $214,000
3.27%
% of portfolio
0.12%
Previous 0.13%
Shares
2 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