Talisman Wealth Advisors LLC Ishares Msci Kld 400 Social Et Transaction History

Talisman Wealth Advisors LLC

  • $96.1 Million
  • Q3 2024

A detailed history of Talisman Wealth Advisors LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Talisman Wealth Advisors LLC holds 2,151 shares of DSI stock, worth $241,062. This represents 0.24% of its overall portfolio holdings.

Number of Shares
2,151
Previous 1,965 9.47%
Holding current value
$241,062
Previous $204,000 14.71%
% of portfolio
0.24%
Previous 0.24%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
BUY
$97.81 - $108.79 $18,192 - $20,234
186 Added 9.47%
2,151 $234,000
Q2 2024

Aug 14, 2024
BUY
$94.27 - $104.77 $185,240 - $205,873
1,965 New
1,965 $204,000

Others Institutions Holding DSI

# of Institutions
574
Shares Held
26M
Call Options Held
3K
Put Options Held
800
View Full List

About ISHARES MSCI KLD 400 SOCIAL ET

DSI Quotes by TradingView
  • Ticker DSI
  • Sector ETFs
  • Industry ETFs
More about DSI
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