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

Long Run Wealth Advisors, LLC

  • $411 Million
  • Q4 2024

A detailed history of Long Run Wealth Advisors, LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Long Run Wealth Advisors, LLC holds 9,310 shares of DSI stock, worth $1.03 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares
9,310
Previous 9,864 5.62%
Holding current value
$1.03 Million
Previous $1.07 Million 4.38%
% of portfolio
0.25%
Previous 0.26%

Shares

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

Jan 27, 2025
SELL
$107.41 - $115.71 $59,505 - $64,103
-554 Reduced 5.62%
9,310 $1.03 Million
Q3 2024

Oct 30, 2024
SELL
$97.81 - $108.79 $3,032 - $3,372
-31 Reduced 0.31%
9,864 $1.07 Million
Q2 2024

Jul 19, 2024
SELL
$94.27 - $104.77 $87,294 - $97,017
-926 Reduced 8.56%
9,895 $1.03 Million
Q1 2024

Apr 24, 2024
BUY
$89.27 - $100.81 $24,102 - $27,218
270 Added 2.56%
10,821 $1.09 Million
Q4 2023

Jan 10, 2024
BUY
$77.74 - $91.23 $820,234 - $962,567
10,551 New
10,551 $960,000

Others Institutions Holding DSI

# of Institutions
612
Shares Held
28M
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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