Sugarloaf Wealth Management, LLC Ishares Msci Kld 400 Social Et Transaction History
Sugarloaf Wealth Management, LLC
- $480 Million
- Q4 2024
A detailed history of Sugarloaf Wealth Management, LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Sugarloaf Wealth Management, LLC holds 72 shares of DSI stock, worth $7,344. This represents 0.0% of its overall portfolio holdings.
Number of Shares
72
Previous 1,937
96.28%
Holding current value
$7,344
Previous $210,000
96.67%
% of portfolio
0.0%
Previous 0.04%
Shares
9 transactions
Others Institutions Holding DSI
# of Institutions
616Shares Held
27.6MCall Options Held
3.1KPut Options Held
1.6K-
Morgan Stanley New York, NY4.75MShares$485 Million0.04% of portfolio
-
Envestnet Asset Management Inc2.02MShares$206 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC1.69MShares$173 Million0.02% of portfolio
-
Jpmorgan Chase & CO New York, NY1.39MShares$142 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.01MShares$103 Million0.05% of portfolio