Lodestone Wealth Management LLC Ishares Msci Kld 400 Social Et Transaction History
Lodestone Wealth Management LLC
- $246 Billion
- Q4 2025
A detailed history of Lodestone Wealth Management LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Lodestone Wealth Management LLC holds 50 shares of DSI stock, worth $6,339. This represents 0.0% of its overall portfolio holdings.
Number of Shares
50Holding current value
$6,339% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding DSI
# of Institutions
649Shares Held
24.4MCall Options Held
0Put Options Held
2.5K-
Morgan Stanley New York, NY3.81MShares$483 Million0.03% of portfolio
-
Envestnet Asset Management Inc1.93MShares$244 Million0.07% of portfolio
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Bank Of America Corp Charlotte, NC1.37MShares$174 Million0.01% of portfolio
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Jpmorgan Chase & CO New York, NY1.24MShares$157 Million0.01% of portfolio
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Lpl Financial LLC Fort Mill, SC1.21MShares$154 Million0.05% of portfolio