Benchmark Financial Wealth Advisors, LLC Ishares Msci Kld 400 Social Et Transaction History
Benchmark Financial Wealth Advisors, LLC
- $311 Million
- Q4 2024
A detailed history of Benchmark Financial Wealth Advisors, LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Benchmark Financial Wealth Advisors, LLC holds 1,825 shares of DSI stock, worth $203,341. This represents 0.06% of its overall portfolio holdings.
Number of Shares
1,825Holding current value
$203,341% of portfolio
0.06%Shares
1 transactions
Others Institutions Holding DSI
# of Institutions
587Shares Held
26.1MCall Options Held
3KPut Options Held
800-
Morgan Stanley New York, NY4.87MShares$543 Million0.04% of portfolio
-
Envestnet Asset Management Inc2.18MShares$243 Million0.08% of portfolio
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Bank Of America Corp Charlotte, NC1.56MShares$174 Million0.01% of portfolio
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Jpmorgan Chase & CO New York, NY1.53MShares$170 Million0.01% of portfolio
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Ameriprise Financial Inc Minneapolis, MN983KShares$109 Million0.03% of portfolio