Golden State Wealth Management, LLC Ishares Msci Kld 400 Social Et Transaction History

Golden State Wealth Management, LLC

$667 Billion
Q4 2024

A detailed history of Golden State Wealth Management, LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Golden State Wealth Management, LLC holds 6,792 shares of DSI stock, worth $762,809. This represents 0.11% of its overall portfolio holdings.

Number of Shares

6,792

Previous 4,570 48.62%

Holding current value

$762,809

Previous $396,000 188990.91%

% of portfolio

0.11%

Previous 0.08%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	BUY	$107.41 - $115.71 $238,665 - $257,107	2,222 Added 48.62%	6,792 $749 Million
Q1 2022 May 19, 2022	BUY	$79.44 - $93.34 $363,040 - $426,563	4,570 New	4,570 $396,000
Q1 2022 May 16, 2022	SELL	$79.44 - $93.34 $362,723 - $426,190	-4,566 Closed	0 $0
Q4 2021 Feb 14, 2022	BUY	$83.4 - $93.49 $380,804 - $426,875	4,566 New	4,566 $424,000
Q1 2021 May 14, 2021	SELL	$70.61 - $76.36 $292,254 - $316,054	-4,139 Closed	0 $0
Q4 2020 Jan 28, 2021	BUY	$62.23 - $71.54 $257,569 - $296,104	4,139 New	4,139 $296,000
Q2 2020 Aug 11, 2020	SELL	$46.66 - $61.22 $979 - $1,285	-21 Closed	0 $0
Q1 2020 Apr 17, 2020	BUY	$42.17 - $63.99 $885 - $1,343	21 New	21 $2,000

Others Institutions Holding DSI

# of Institutions

585

Shares Held

26.2M

Call Options Held

Put Options Held

800

View Full List

About ISHARES MSCI KLD 400 SOCIAL ET

Ticker DSI
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Golden State Wealth Management, LLC Ishares Msci Kld 400 Social Et Transaction History