West Wealth Group, LLC Ishares Msci Kld 400 Social Et Transaction History
West Wealth Group, LLC
- $332 Million
- Q4 2024
A detailed history of West Wealth Group, LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, West Wealth Group, LLC holds 5,052 shares of DSI stock, worth $515,202. This represents 0.17% of its overall portfolio holdings.
Number of Shares
5,052
Previous 5,187
2.6%
Holding current value
$515,202
Previous $564,000
1.42%
% of portfolio
0.17%
Previous 0.18%
Shares
13 transactions
Others Institutions Holding DSI
# of Institutions
615Shares 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$172 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