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

Bordeaux Wealth Advisors LLC

  • $777 Million
  • Q2 2025

A detailed history of Bordeaux Wealth Advisors LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Bordeaux Wealth Advisors LLC holds 12,000 shares of DSI stock, worth $1.52 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares
12,000
Previous 12,000 -0.0%
Holding current value
$1.52 Million
Previous $1.23 Million 13.44%
% of portfolio
0.18%
Previous 0.23%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Nov 04, 2022
BUY
$66.97 - $81.69 $803,640 - $980,280
12,000 New
12,000 $804,000

Others Institutions Holding DSI

# of Institutions
643
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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