Sage View Advisory Group, LLC Ishares Msci Kld 400 Social Et Transaction History
Sage View Advisory Group, LLC
- $2.9 Trillion
- Q3 2025
A detailed history of Sage View Advisory Group, LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Sage View Advisory Group, LLC holds 40,689 shares of DSI stock, worth $5.16 Million. This represents 0.18% of its overall portfolio holdings.
Number of Shares
40,689
Previous 41,072
0.93%
Holding current value
$5.16 Million
Previous $4.95 Billion
3.44%
% of portfolio
0.18%
Previous 0.19%
Shares
11 transactions
Others Institutions Holding DSI
# of Institutions
642Shares Held
24.4MCall Options Held
0Put Options Held
2.5K-
Morgan Stanley New York, NY3.81MShares$483 Million0.03% of portfolio
-
Envestnet Asset Management Inc1.93MShares$244 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC1.37MShares$174 Million0.01% of portfolio
-
Jpmorgan Chase & CO New York, NY1.24MShares$157 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.21MShares$154 Million0.05% of portfolio