Capital A Wealth Management, LLC Ishares Msci Kld 400 Social Et Transaction History
Capital A Wealth Management, LLC
- $60.2 Billion
- Q4 2024
A detailed history of Capital A Wealth Management, LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Capital A Wealth Management, LLC holds 302 shares of DSI stock, worth $33,084. This represents 0.06% of its overall portfolio holdings.
Number of Shares
302Holding current value
$33,084% of portfolio
0.06%Shares
1 transactions
Others Institutions Holding DSI
# of Institutions
614Shares Held
28MCall Options Held
3.1KPut Options Held
1.6K-
Morgan Stanley New York, NY4.75MShares$521 Million0.04% of portfolio
-
Envestnet Asset Management Inc2.02MShares$221 Million0.07% of portfolio
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Bank Of America Corp Charlotte, NC1.69MShares$185 Million0.02% of portfolio
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Jpmorgan Chase & CO New York, NY1.39MShares$152 Million0.01% of portfolio
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Lpl Financial LLC Fort Mill, SC1.01MShares$110 Million0.05% of portfolio