Potentia Wealth Ishares Msci Kld 400 Social Et Transaction History

Potentia Wealth

$225 Billion
Q4 2024

A detailed history of Potentia Wealth transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Potentia Wealth holds 9,769 shares of DSI stock, worth $1.02 Million. This represents 0.48% of its overall portfolio holdings.

Number of Shares

9,769

Holding current value

$1.02 Million

% of portfolio

0.48%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 11, 2025	BUY	$107.41 - $115.71 $1.05 Million - $1.13 Million	9,769 New	9,769 $1.08 Billion

Others Institutions Holding DSI

# of Institutions

615

Shares Held

27.6M

Call Options Held

3.1K

Put Options Held

1.6K

Morgan Stanley New York, NY

4.75M
Shares

$495 Million
0.04% of portfolio
Envestnet Asset Management Inc

2.02M
Shares

$210 Million
0.07% of portfolio
Bank Of America Corp Charlotte, NC

1.69M
Shares

$176 Million
0.02% of portfolio
Jpmorgan Chase & CO New York, NY

1.39M
Shares

$145 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

1.01M
Shares

$105 Million
0.05% of portfolio

View Full List

About ISHARES MSCI KLD 400 SOCIAL ET

Ticker DSI
Sector ETFs
Industry ETFs

More about DSI

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Potentia Wealth, based on Form 13F filings with the SEC.

News

Stay updated on Potentia Wealth with notifications on news.

Account