Capital Asset Advisory Services LLC Ishares Msci Kld 400 Social Et Transaction History
Capital Asset Advisory Services LLC
- $2.3 Billion
- Q3 2025
A detailed history of Capital Asset Advisory Services LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Capital Asset Advisory Services LLC holds 3,338 shares of DSI stock, worth $423,225. This represents 0.02% of its overall portfolio holdings.
Number of Shares
3,338
Previous 3,072
8.66%
Holding current value
$423,225
Previous $356,000
15.73%
% of portfolio
0.02%
Previous 0.02%
Shares
15 transactions
Others Institutions Holding DSI
# of Institutions
643Shares Held
24.4MCall Options Held
0Put Options Held
2.5K-
Morgan Stanley New York, NY3.81MShares$483 Million0.03% of portfolio
-
Envestnet Asset Management Inc1.93MShares$244 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC1.37MShares$174 Million0.01% of portfolio
-
Jpmorgan Chase & CO New York, NY1.24MShares$157 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.21MShares$154 Million0.05% of portfolio