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 $460,235. This represents 0.17% of its overall portfolio holdings.
Number of Shares
4,150
Previous 3,703
12.07%
Holding current value
$460,235
Previous $403,000
13.65%
% of portfolio
0.17%
Previous 0.16%
Shares
10 transactions
Others Institutions Holding DSI
# of Institutions
612Shares Held
28MCall Options Held
3.1KPut Options Held
1.6K-
Morgan Stanley New York, NY4.75MShares$527 Million0.04% of portfolio
-
Envestnet Asset Management Inc2.02MShares$224 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC1.69MShares$188 Million0.02% of portfolio
-
Jpmorgan Chase & CO New York, NY1.39MShares$154 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.01MShares$112 Million0.05% of portfolio