Savvy Advisors, Inc. Ishares Msci Kld 400 Social Et Transaction History

Savvy Advisors, Inc.

$307 Billion
Q2 2024

A detailed history of Savvy Advisors, Inc. transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Savvy Advisors, Inc. holds 3,300 shares of DSI stock, worth $363,825. This represents 0.11% of its overall portfolio holdings.

Number of Shares

3,300

Holding current value

$363,825

% of portfolio

0.11%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 14, 2024	BUY	$94.27 - $104.77 $311,091 - $345,741	3,300 New	3,300 $343 Million

Others Institutions Holding DSI

# of Institutions

561

Shares Held

26.4M

Call Options Held

Put Options Held

700

Morgan Stanley New York, NY

4.76M
Shares

$525 Million
0.04% of portfolio
Envestnet Asset Management Inc

2.42M
Shares

$267 Million
0.09% of portfolio
Bank Of America Corp Charlotte, NC

1.63M
Shares

$180 Million
0.02% of portfolio
Jpmorgan Chase & CO New York, NY

1.55M
Shares

$171 Million
0.01% of portfolio
Ameriprise Financial Inc Minneapolis, MN

1M
Shares

$110 Million
0.03% of portfolio

View Full List

About ISHARES MSCI KLD 400 SOCIAL ET

Ticker DSI
Sector ETFs
Industry ETFs

More about DSI

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Savvy Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Savvy Advisors, Inc. with notifications on news.

Account

Savvy Advisors, Inc. Ishares Msci Kld 400 Social Et Transaction History