Sage Financial Management Group, Inc. Ishares Msci Kld 400 Social Et Transaction History
Sage Financial Management Group, Inc.
- $270 Million
- Q4 2024
A detailed history of Sage Financial Management Group, Inc. transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Sage Financial Management Group, Inc. holds 4,150 shares of DSI stock, worth $479,989. This represents 0.17% of its overall portfolio holdings.
Number of Shares
4,150
Previous 3,703
12.07%
Holding current value
$479,989
Previous $403,000
13.65%
% of portfolio
0.17%
Previous 0.16%
Shares
10 transactions
Others Institutions Holding DSI
# of Institutions
578Shares Held
26.1MCall Options Held
3KPut Options Held
800-
Morgan Stanley New York, NY4.87MShares$563 Million0.04% of portfolio
-
Envestnet Asset Management Inc2.18MShares$253 Million0.08% of portfolio
-
Bank Of America Corp Charlotte, NC1.56MShares$180 Million0.01% of portfolio
-
Jpmorgan Chase & CO New York, NY1.53MShares$177 Million0.01% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN983KShares$114 Million0.03% of portfolio