Diversify Advisory Services, LLC Ishares Msci Kld 400 Social Et Transaction History
Diversify Advisory Services, LLC
- $1.86 Trillion
- Q3 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 15,815 shares of DSI stock, worth $1.77 Million. This represents 0.09% of its overall portfolio holdings.
Number of Shares
15,815
Previous 17,527
9.77%
Holding current value
$1.77 Million
Previous $1.86 Billion
6.14%
% of portfolio
0.09%
Previous 0.1%
Shares
3 transactions
Others Institutions Holding DSI
# of Institutions
574Shares Held
26MCall Options Held
3KPut Options Held
800-
Morgan Stanley New York, NY4.87MShares$546 Million0.04% of portfolio
-
Envestnet Asset Management Inc2.18MShares$245 Million0.08% of portfolio
-
Bank Of America Corp Charlotte, NC1.56MShares$175 Million0.01% of portfolio
-
Jpmorgan Chase & CO New York, NY1.53MShares$171 Million0.01% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN983KShares$110 Million0.03% of portfolio