Wilson & Boucher Capital Management, LLC Ishares Msci Kld 400 Social Et Transaction History
Wilson & Boucher Capital Management, LLC
- $131 Billion
- Q2 2024
A detailed history of Wilson & Boucher Capital Management, LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Wilson & Boucher Capital Management, LLC holds 2,800 shares of DSI stock, worth $294,112. This represents 0.22% of its overall portfolio holdings.
Number of Shares
2,800
Previous 2,800
-0.0%
Holding current value
$294,112
Previous $282 Million
3.02%
% of portfolio
0.22%
Previous 0.22%
Shares
4 transactions
Others Institutions Holding DSI
# of Institutions
550Shares Held
26.4MCall Options Held
3KPut Options Held
700-
Morgan Stanley New York, NY4.76MShares$500 Million0.04% of portfolio
-
Envestnet Asset Management Inc2.42MShares$254 Million0.09% of portfolio
-
Bank Of America Corp Charlotte, NC1.63MShares$171 Million0.02% of portfolio
-
Jpmorgan Chase & CO New York, NY1.55MShares$163 Million0.01% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1MShares$105 Million0.03% of portfolio