Savvy Advisors, Inc. Ishares Msci Kld 400 Social Et Transaction History
Savvy Advisors, Inc.
- $492 Billion
- Q3 2024
A detailed history of Savvy Advisors, Inc. transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Savvy Advisors, Inc. holds 3,412 shares of DSI stock, worth $378,254. This represents 0.08% of its overall portfolio holdings.
Number of Shares
3,412
Previous 3,300
3.39%
Holding current value
$378,254
Previous $343 Million
8.31%
% of portfolio
0.08%
Previous 0.11%
Shares
2 transactions
Others Institutions Holding DSI
# of Institutions
600Shares Held
27.3MCall Options Held
3KPut Options Held
800-
Morgan Stanley New York, NY4.87MShares$540 Million0.04% of portfolio
-
Envestnet Asset Management Inc2.02MShares$224 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC1.56MShares$173 Million0.01% of portfolio
-
Jpmorgan Chase & CO New York, NY1.39MShares$154 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.01MShares$111 Million0.05% of portfolio