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

Kingswood Wealth Advisors, LLC

  • $1.4 Trillion
  • Q3 2024

A detailed history of Kingswood Wealth Advisors, LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 9,677 shares of DSI stock, worth $1.1 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
9,677
Previous 8,618 12.29%
Holding current value
$1.1 Million
Previous $895 Million 17.63%
% of portfolio
0.08%
Previous 0.08%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 21, 2024
BUY
$97.81 - $108.79 $103,580 - $115,208
1,059 Added 12.29%
9,677 $1.05 Billion
Q2 2024

Jul 09, 2024
BUY
$94.27 - $104.77 $14,800 - $16,448
157 Added 1.86%
8,618 $895 Million
Q4 2023

Jan 16, 2024
BUY
$77.74 - $91.23 $657,758 - $771,897
8,461 New
8,461 $770 Million

Others Institutions Holding DSI

# of Institutions
574
Shares Held
26M
Call Options Held
3K
Put Options Held
800
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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