Oregon Pacific Wealth Management, LLC Ishares Msci Kld 400 Social Et Transaction History
Oregon Pacific Wealth Management, LLC
- $102 Billion
- Q4 2024
A detailed history of Oregon Pacific Wealth Management, LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Oregon Pacific Wealth Management, LLC holds 5,561 shares of DSI stock, worth $577,509. This represents 0.6% of its overall portfolio holdings.
Number of Shares
5,561Holding current value
$577,509% of portfolio
0.6%Shares
1 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$494 Million0.04% of portfolio
-
Envestnet Asset Management Inc2.02MShares$210 Million0.07% of portfolio
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Bank Of America Corp Charlotte, NC1.69MShares$176 Million0.02% of portfolio
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Jpmorgan Chase & CO New York, NY1.39MShares$144 Million0.01% of portfolio
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Lpl Financial LLC Fort Mill, SC1.01MShares$104 Million0.05% of portfolio