Ritter Daniher Financial Advisory LLC Ishares Msci Kld 400 Social Et Transaction History

Ritter Daniher Financial Advisory LLC

  • $511 Million
  • Q3 2025

A detailed history of Ritter Daniher Financial Advisory LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Ritter Daniher Financial Advisory LLC holds 2,500 shares of DSI stock, worth $316,975. This represents 0.06% of its overall portfolio holdings.

Number of Shares
2,500
Previous 2,500 -0.0%
Holding current value
$316,975
Previous $290,000 8.28%
% of portfolio
0.06%
Previous 0.08%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 11, 2025
SELL
$91.62 - $116.16 $45,810 - $58,080
-500 Reduced 16.67%
2,500 $290,000
Q2 2022

Aug 11, 2022
BUY
$69.6 - $87.62 $208,799 - $262,860
3,000 New
3,000 $216,000

Others Institutions Holding DSI

# of Institutions
642
Shares Held
24.4M
Call Options Held
0
Put Options Held
2.5K
View Full List

About ISHARES MSCI KLD 400 SOCIAL ET

DSI Quotes by TradingView
  • Ticker DSI
  • Sector ETFs
  • Industry ETFs
More about DSI
Track This Portfolio

Track Ritter Daniher Financial Advisory LLC Portfolio

Follow Ritter Daniher Financial Advisory LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ritter Daniher Financial Advisory LLC , based on Form 13F filings with the SEC.

News

Stay updated on Ritter Daniher Financial Advisory LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email