Zhang Financial LLC Ishares Msci Kld 400 Social Et Transaction History
Zhang Financial LLC
- $1.73 Billion
- Q4 2024
A detailed history of Zhang Financial LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Zhang Financial LLC holds 7,054 shares of DSI stock, worth $782,288. This represents 0.05% of its overall portfolio holdings.
Number of Shares
7,054
Previous 7,054
-0.0%
Holding current value
$782,288
Previous $767,000
1.3%
% of portfolio
0.05%
Previous 0.05%
Shares
1 transactions
Others Institutions Holding DSI
# of Institutions
612Shares Held
28MCall Options Held
3.1KPut Options Held
1.6K-
Morgan Stanley New York, NY4.75MShares$527 Million0.04% of portfolio
-
Envestnet Asset Management Inc2.02MShares$224 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC1.69MShares$188 Million0.02% of portfolio
-
Jpmorgan Chase & CO New York, NY1.39MShares$154 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.01MShares$112 Million0.05% of portfolio