Lowe Wealth Advisors, LLC Ishares Msci Kld 400 Social Et Transaction History
Lowe Wealth Advisors, LLC
- $232 Million
- Q4 2024
A detailed history of Lowe Wealth Advisors, LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Lowe Wealth Advisors, LLC holds 1,388 shares of DSI stock, worth $141,548. This represents 0.07% of its overall portfolio holdings.
Number of Shares
1,388
Previous 1,388
-0.0%
Holding current value
$141,548
Previous $151,000
1.32%
% of portfolio
0.07%
Previous 0.07%
Shares
14 transactions
Others Institutions Holding DSI
# of Institutions
615Shares Held
27.6MCall Options Held
3.1KPut Options Held
1.6K-
Morgan Stanley New York, NY4.75MShares$485 Million0.04% of portfolio
-
Envestnet Asset Management Inc2.02MShares$206 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC1.69MShares$172 Million0.02% of portfolio
-
Jpmorgan Chase & CO New York, NY1.39MShares$142 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.01MShares$103 Million0.05% of portfolio