Bradley & Co. Private Wealth Management, LLC Ishares Msci Kld 400 Social Et Transaction History

Bradley & Co. Private Wealth Management, LLC

  • $159 Million
  • Q4 2024

A detailed history of Bradley & Co. Private Wealth Management, LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Bradley & Co. Private Wealth Management, LLC holds 2,909 shares of DSI stock, worth $322,608. This represents 0.2% of its overall portfolio holdings.

Number of Shares
2,909
Previous 2,664 9.2%
Holding current value
$322,608
Previous $276,000 15.94%
% of portfolio
0.2%
Previous 0.21%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 04, 2025
BUY
$107.41 - $115.71 $26,315 - $28,348
245 Added 9.2%
2,909 $320,000
Q2 2024

Jul 31, 2024
BUY
$94.27 - $104.77 $203,434 - $226,093
2,158 Added 426.48%
2,664 $276,000
Q1 2021

May 12, 2021
BUY
$70.61 - $76.36 $35,728 - $38,638
506 New
506 $39,000

Others Institutions Holding DSI

# of Institutions
613
Shares Held
28M
Call Options Held
3.1K
Put Options Held
1.6K
View Full List

About ISHARES MSCI KLD 400 SOCIAL ET

DSI Quotes by TradingView
  • Ticker DSI
  • Sector ETFs
  • Industry ETFs
More about DSI
Track This Portfolio

Track Bradley & Co. Private Wealth Management, LLC Portfolio

Follow Bradley & Co. Private Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bradley & Co. Private Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bradley & Co. Private Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email