Blue Zone Wealth Advisors, LLC Ishares Msci Kld 400 Social Et Transaction History

Blue Zone Wealth Advisors, LLC

  • $461 Million
  • Q3 2025

A detailed history of Blue Zone Wealth Advisors, LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Blue Zone Wealth Advisors, LLC holds 3,026 shares of DSI stock, worth $383,666. This represents 0.08% of its overall portfolio holdings.

Number of Shares
3,026
Previous 3,026 -0.0%
Holding current value
$383,666
Previous $351,000 8.55%
% of portfolio
0.08%
Previous 0.1%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 24, 2025
BUY
$91.62 - $116.16 $277,242 - $351,500
3,026 New
3,026 $351,000

Others Institutions Holding DSI

# of Institutions
642
Shares Held
24.4M
Call Options Held
0
Put Options Held
2.5K
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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