Neumann Capital Management, LLC Ishares Msci Kld 400 Social Et Transaction History
Neumann Capital Management, LLC
- $289 Million
- Q1 2025
A detailed history of Neumann Capital Management, LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Neumann Capital Management, LLC holds 36,098 shares of DSI stock, worth $3.48 Million. This represents 1.28% of its overall portfolio holdings.
Number of Shares
36,098
Previous 35,898
0.56%
Holding current value
$3.48 Million
Previous $3.96 Million
6.95%
% of portfolio
1.28%
Previous 1.32%
Shares
22 transactions
Others Institutions Holding DSI
# of Institutions
614Shares Held
27.5MCall Options Held
3.1KPut Options Held
1.6K-
Morgan Stanley New York, NY4.75MShares$459 Million0.04% of portfolio
-
Envestnet Asset Management Inc2.02MShares$195 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC1.69MShares$163 Million0.02% of portfolio
-
Jpmorgan Chase & CO New York, NY1.39MShares$134 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.01MShares$97.1 Million0.05% of portfolio