Conscious Wealth Investments, LLC Ishares Msci Kld 400 Social Et Transaction History
Conscious Wealth Investments, LLC
- $145 Billion
- Q3 2024
A detailed history of Conscious Wealth Investments, LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Conscious Wealth Investments, LLC holds 16,579 shares of DSI stock, worth $1.84 Million. This represents 1.25% of its overall portfolio holdings.
Number of Shares
16,579
Previous 16,812
1.39%
Holding current value
$1.84 Million
Previous $1.78 Billion
2.01%
% of portfolio
1.25%
Previous 1.28%
Shares
4 transactions
Others Institutions Holding DSI
# of Institutions
576Shares Held
26.1MCall Options Held
3KPut Options Held
800-
Morgan Stanley New York, NY4.87MShares$540 Million0.04% of portfolio
-
Envestnet Asset Management Inc2.18MShares$242 Million0.08% of portfolio
-
Bank Of America Corp Charlotte, NC1.56MShares$173 Million0.01% of portfolio
-
Jpmorgan Chase & CO New York, NY1.53MShares$169 Million0.01% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN983KShares$109 Million0.03% of portfolio