Sage Financial Management Group, Inc. Ishares Msci Kld 400 Social Et Transaction History
Sage Financial Management Group, Inc.
- $276 Million
- Q1 2025
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 3,160 shares of DSI stock, worth $305,034. This represents 0.12% of its overall portfolio holdings.
Number of Shares
3,160
Previous 4,150
23.86%
Holding current value
$305,034
Previous $458,000
29.26%
% of portfolio
0.12%
Previous 0.17%
Shares
11 transactions
Others Institutions Holding DSI
# of Institutions
613Shares Held
27.5MCall Options Held
3.1KPut Options Held
1.6K-
Morgan Stanley New York, NY4.75MShares$459 Million0.04% of portfolio
-
Envestnet Asset Management Inc2.02MShares$195 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC1.69MShares$163 Million0.02% of portfolio
-
Jpmorgan Chase & CO New York, NY1.39MShares$134 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.01MShares$97.1 Million0.05% of portfolio