Boston Standard Wealth Management, LLC Ishares Msci Kld 400 Social Et Transaction History
Boston Standard Wealth Management, LLC
- $514 Billion
- Q3 2024
A detailed history of Boston Standard Wealth Management, LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Boston Standard Wealth Management, LLC holds 15,192 shares of DSI stock, worth $1.67 Million. This represents 0.32% of its overall portfolio holdings.
Number of Shares
15,192
Previous 14,851
2.3%
Holding current value
$1.67 Million
Previous $1.54 Billion
7.2%
% of portfolio
0.32%
Previous 0.34%
Shares
25 transactions
Others Institutions Holding DSI
# of Institutions
560Shares Held
26.5MCall Options Held
3KPut Options Held
700-
Morgan Stanley New York, NY4.76MShares$525 Million0.04% of portfolio
-
Envestnet Asset Management Inc2.42MShares$267 Million0.09% of portfolio
-
Bank Of America Corp Charlotte, NC1.63MShares$180 Million0.02% of portfolio
-
Jpmorgan Chase & CO New York, NY1.55MShares$171 Million0.01% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1MShares$110 Million0.03% of portfolio