Copia Wealth Management Ishares Msci Kld 400 Social Et Transaction History
Copia Wealth Management
- $105 Billion
- Q4 2024
A detailed history of Copia Wealth Management transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Copia Wealth Management holds 210 shares of DSI stock, worth $22,299. This represents 0.02% of its overall portfolio holdings.
Number of Shares
210Holding current value
$22,299% of portfolio
0.02%Shares
1 transactions
Others Institutions Holding DSI
# of Institutions
615Shares Held
27.6MCall Options Held
3.1KPut Options Held
1.6K-
Morgan Stanley New York, NY4.75MShares$505 Million0.04% of portfolio
-
Envestnet Asset Management Inc2.02MShares$214 Million0.07% of portfolio
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Bank Of America Corp Charlotte, NC1.69MShares$180 Million0.02% of portfolio
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Jpmorgan Chase & CO New York, NY1.39MShares$148 Million0.01% of portfolio
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Lpl Financial LLC Fort Mill, SC1.01MShares$107 Million0.05% of portfolio