A detailed history of Talisman Wealth Advisors LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Talisman Wealth Advisors LLC holds 2,151 shares of DSI stock, worth $241,062. This represents 0.24% of its overall portfolio holdings.

Number of Shares
2,151
Previous 1,965 9.47%
Holding current value
$241,062
Previous $204,000 14.71%
% of portfolio
0.24%
Previous 0.24%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

BUY
$97.81 - $108.79 $18,192 - $20,234
186 Added 9.47%
2,151 $234,000
Q2 2024

Aug 14, 2024

BUY
$94.27 - $104.77 $185,240 - $205,873
1,965 New
1,965 $204,000

Others Institutions Holding DSI

About ISHARES MSCI KLD 400 SOCIAL ET


  • Ticker DSI
  • Sector ETFs
  • Industry ETFs
More about DSI
Track This Portfolio

Track Talisman Wealth Advisors LLC Portfolio

Follow Talisman Wealth Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Talisman Wealth Advisors LLC with notifications on news.