Sovran Advisors, LLC Ishares Msci Kld 400 Social Et Transaction History

Sovran Advisors, LLC

$702 Billion
Q4 2024

A detailed history of Sovran Advisors, LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Sovran Advisors, LLC holds 1,937 shares of DSI stock, worth $217,544. This represents 0.03% of its overall portfolio holdings.

Number of Shares

1,937

Holding current value

$217,544

% of portfolio

0.03%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 29, 2025	BUY	$107.41 - $115.71 $208,053 - $224,130	1,937 New	1,937 $212 Million

Others Institutions Holding DSI

# of Institutions

585

Shares Held

26.2M

Call Options Held

Put Options Held

800

Morgan Stanley New York, NY

4.87M
Shares

$547 Million
0.04% of portfolio
Envestnet Asset Management Inc

2.18M
Shares

$245 Million
0.08% of portfolio
Bank Of America Corp Charlotte, NC

1.56M
Shares

$175 Million
0.01% of portfolio
Jpmorgan Chase & CO New York, NY

1.53M
Shares

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

983K
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 Sovran Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sovran Advisors, LLC with notifications on news.

Account

Sovran Advisors, LLC Ishares Msci Kld 400 Social Et Transaction History