Diversify Advisory Services, LLC Ishares Msci Kld 400 Social Et Transaction History
Diversify Advisory Services, LLC
- $1.81 Trillion
- Q4 2024
A detailed history of Diversify Advisory Services, LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Diversify Advisory Services, LLC holds 11,241 shares of DSI stock, worth $1.16 Million. This represents 0.07% of its overall portfolio holdings.
Number of Shares
11,241
Previous 15,815
28.92%
Holding current value
$1.16 Million
Previous $1.74 Billion
29.68%
% of portfolio
0.07%
Previous 0.09%
Shares
4 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$491 Million0.04% of portfolio
-
Envestnet Asset Management Inc2.02MShares$208 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC1.69MShares$175 Million0.02% of portfolio
-
Jpmorgan Chase & CO New York, NY1.39MShares$144 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.01MShares$104 Million0.05% of portfolio