Sage View Advisory Group, LLC Ishares Msci Kld 400 Social Et Transaction History
Sage View Advisory Group, LLC
- $2.32 Trillion
- Q4 2024
A detailed history of Sage View Advisory Group, LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Sage View Advisory Group, LLC holds 62,713 shares of DSI stock, worth $6.53 Million. This represents 0.3% of its overall portfolio holdings.
Number of Shares
62,713
Previous 63,648
1.47%
Holding current value
$6.53 Million
Previous $6.92 Billion
0.15%
% of portfolio
0.3%
Previous 0.35%
Shares
8 transactions
Others Institutions Holding DSI
# of Institutions
615Shares Held
27.6MCall Options Held
3.1KPut Options Held
1.6K-
Morgan Stanley New York, NY4.75MShares$495 Million0.04% of portfolio
-
Envestnet Asset Management Inc2.02MShares$210 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC1.69MShares$176 Million0.02% of portfolio
-
Jpmorgan Chase & CO New York, NY1.39MShares$145 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.01MShares$105 Million0.05% of portfolio