Shepherd Financial Partners LLC Ishares Msci Kld 400 Social Et Transaction History
Shepherd Financial Partners LLC
- $831 Million
- Q1 2025
A detailed history of Shepherd Financial Partners LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Shepherd Financial Partners LLC holds 22,284 shares of DSI stock, worth $2.15 Million. This represents 0.27% of its overall portfolio holdings.
Number of Shares
22,284
Previous 25,785
13.58%
Holding current value
$2.15 Million
Previous $2.84 Million
20.02%
% of portfolio
0.27%
Previous 0.34%
Shares
31 transactions
Others Institutions Holding DSI
# of Institutions
614Shares 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