Kathmere Capital Management, LLC Ishares Msci Kld 400 Social Et Transaction History

Kathmere Capital Management, LLC

  • $1.06 Billion
  • Q4 2024

A detailed history of Kathmere Capital Management, LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Kathmere Capital Management, LLC holds 9,702 shares of DSI stock, worth $936,534. This represents 0.1% of its overall portfolio holdings.

Number of Shares
9,702
Previous 6,867 41.28%
Holding current value
$936,534
Previous $747,000 43.11%
% of portfolio
0.1%
Previous 0.07%

Shares

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

Jan 14, 2025
BUY
$107.41 - $115.71 $304,507 - $328,037
2,835 Added 41.28%
9,702 $1.07 Million
Q2 2024

Jul 17, 2024
BUY
$94.27 - $104.77 $647,352 - $719,455
6,867 New
6,867 $713,000
Q1 2024

Apr 16, 2024
BUY
$89.27 - $100.81 $613,017 - $692,262
6,867 New
6,867 $692,000

Others Institutions Holding DSI

# of Institutions
614
Shares Held
27.5M
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
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