Topel & Distasi Wealth Management, LLC Ishares Msci Kld 400 Social Et Transaction History
Topel & Distasi Wealth Management, LLC
- $234 Million
- Q4 2024
A detailed history of Topel & Distasi Wealth Management, LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Topel & Distasi Wealth Management, LLC holds 20,360 shares of DSI stock, worth $2.1 Million. This represents 0.96% of its overall portfolio holdings.
Number of Shares
20,360
Previous 20,515
0.76%
Holding current value
$2.1 Million
Previous $2.23 Million
0.58%
% of portfolio
0.96%
Previous 0.93%
Shares
12 transactions
Others Institutions Holding DSI
# of Institutions
615Shares Held
27.6MCall Options Held
3.1KPut Options Held
1.6K-
Morgan Stanley New York, NY4.75MShares$491 Million0.04% of portfolio
-
Envestnet Asset Management Inc2.02MShares$209 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC1.69MShares$175 Million0.02% of portfolio
-
Jpmorgan Chase & CO New York, NY1.39MShares$144 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.01MShares$104 Million0.05% of portfolio