Concurrent Investment Advisors, LLC Ishares Msci Kld 400 Social Et Transaction History

Concurrent Investment Advisors, LLC

  • $3.71 Trillion
  • Q4 2024

A detailed history of Concurrent Investment Advisors, LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 2,429 shares of DSI stock, worth $257,376. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,429
Previous 2,223 9.27%
Holding current value
$257,376
Previous $242 Million 10.71%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Feb 03, 2025
BUY
$107.41 - $115.71 $22,126 - $23,836
206 Added 9.27%
2,429 $268 Million
Q3 2024

Oct 30, 2024
BUY
$97.81 - $108.79 $8,411 - $9,355
86 Added 4.02%
2,223 $242 Million
Q2 2024

Jul 30, 2024
BUY
$94.27 - $104.77 $94 - $104
1 Added 0.05%
2,137 $222 Million
Q1 2024

May 07, 2024
BUY
$89.27 - $100.81 $190,680 - $215,330
2,136 New
2,136 $215 Million

Others Institutions Holding DSI

# of Institutions
615
Shares Held
27.6M
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 Concurrent Investment Advisors, LLC Portfolio

Follow Concurrent Investment Advisors, 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 Concurrent Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Concurrent Investment Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email