New England Professional Planning Group Inc. Ishares Msci Kld 400 Social Et Transaction History

New England Professional Planning Group Inc.

$202 Million
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Aug 13, 2020	SELL	$46.66 - $61.22 $151,365 - $198,597	-3,244 Closed	0 $0
Q3 2018 Nov 07, 2018	BUY	N/A	3,244 New	3,244 $346,000

Others Institutions Holding DSI

# of Institutions

576

Shares Held

26.1M

Call Options Held

Put Options Held

800

Morgan Stanley New York, NY

4.87M
Shares

$531 Million
0.04% of portfolio
Envestnet Asset Management Inc

2.18M
Shares

$238 Million
0.08% of portfolio
Bank Of America Corp Charlotte, NC

1.56M
Shares

$170 Million
0.01% of portfolio
Jpmorgan Chase & CO New York, NY

1.53M
Shares

$167 Million
0.01% of portfolio
Ameriprise Financial Inc Minneapolis, MN

983K
Shares

$107 Million
0.03% of portfolio

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