Insight Wealth Strategies, LLC Ishares Msci Kld 400 Social Et Transaction History
Insight Wealth Strategies, LLC
- $725 Million
- Q1 2025
A detailed history of Insight Wealth Strategies, LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Insight Wealth Strategies, LLC holds 1,997 shares of DSI stock, worth $193,010. This represents 0.03% of its overall portfolio holdings.
Number of Shares
1,997
Previous 2,018
1.04%
Holding current value
$193,010
Previous $222,000
8.56%
% of portfolio
0.03%
Previous 0.03%
Shares
4 transactions
Others Institutions Holding DSI
# of Institutions
615Shares Held
27.5MCall Options Held
3.1KPut Options Held
1.6K-
Morgan Stanley New York, NY4.75MShares$459 Million0.04% of portfolio
-
Envestnet Asset Management Inc2.02MShares$195 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC1.69MShares$163 Million0.02% of portfolio
-
Jpmorgan Chase & CO New York, NY1.39MShares$134 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.01MShares$97.2 Million0.05% of portfolio