Guardian Wealth Advisors, LLC Ishares Msci Kld 400 Social Et Transaction History

Guardian Wealth Advisors, LLC

  • $1.18 Billion
  • Q4 2024

A detailed history of Guardian Wealth Advisors, LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Guardian Wealth Advisors, LLC holds 1,013 shares of DSI stock, worth $103,336. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,013
Previous 580 74.66%
Holding current value
$103,336
Previous $63,000 76.19%
% of portfolio
0.01%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
BUY
$107.41 - $115.71 $46,508 - $50,102
433 Added 74.66%
1,013 $111,000
Q3 2023

Nov 14, 2023
SELL
$80.77 - $87.25 $2,746 - $2,966
-34 Reduced 5.54%
580 $47,000
Q2 2023

Aug 14, 2023
SELL
$76.24 - $84.24 $533 - $589
-7 Reduced 1.13%
614 $51,000
Q1 2023

May 15, 2023
BUY
$71.07 - $79.2 $497 - $554
7 Added 1.14%
621 $48,000
Q2 2022

Aug 15, 2022
BUY
$69.6 - $87.62 $42,734 - $53,798
614 New
614 $44,000

Others Institutions Holding DSI

# of Institutions
615
Shares Held
27.6M
Call Options Held
3.1K
Put Options Held
1.6K
View Full List

About ISHARES MSCI KLD 400 SOCIAL ET

DSI Quotes by TradingView
  • Ticker DSI
  • Sector ETFs
  • Industry ETFs
More about DSI
Track This Portfolio

Track Guardian Wealth Advisors, LLC Portfolio

Follow Guardian Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Guardian Wealth Advisors, LLC , based on Form 13F filings with the SEC.

News

Stay updated on Guardian Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email