U.S. Capital Wealth Advisors, LLC Ishares Msci Kld 400 Social Et Transaction History

U.S. Capital Wealth Advisors, LLC

  • $3.44 Billion
  • Q3 2025

A detailed history of U.S. Capital Wealth Advisors, LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, U.S. Capital Wealth Advisors, LLC holds 3,233 shares of DSI stock, worth $409,912. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,233
Previous 3,298 1.97%
Holding current value
$409,912
Previous $383,000 6.27%
% of portfolio
0.01%
Previous 0.01%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 09, 2025
SELL
$115.96 - $125.95 $7,537 - $8,186
-65 Reduced 1.97%
3,233 $407,000
Q2 2025

Jul 14, 2025
SELL
$91.62 - $116.16 $11,269 - $14,287
-123 Reduced 3.6%
3,298 $383,000
Q1 2025

Apr 29, 2025
BUY
$101.98 - $115.66 $8,770 - $9,946
86 Added 2.58%
3,421 $350,000
Q4 2024

Jan 24, 2025
SELL
$107.41 - $115.71 $13,104 - $14,116
-122 Reduced 3.53%
3,335 $367,000
Q3 2024

Oct 22, 2024
SELL
$97.81 - $108.79 $10,856 - $12,075
-111 Reduced 3.11%
3,457 $376,000
Q2 2024

Jul 11, 2024
BUY
$94.27 - $104.77 $73,719 - $81,930
782 Added 28.07%
3,568 $370,000
Q1 2024

May 10, 2024
SELL
$89.27 - $100.81 $12,408 - $14,012
-139 Reduced 4.75%
2,786 $280,000
Q4 2023

Feb 06, 2024
BUY
$77.74 - $91.23 $31,640 - $37,130
407 Added 16.16%
2,925 $266,000
Q3 2023

Oct 19, 2023
SELL
$80.77 - $87.25 $37,396 - $40,396
-463 Reduced 15.53%
2,518 $204,000
Q1 2023

May 11, 2023
BUY
$71.07 - $79.2 $191,036 - $212,889
2,688 Added 917.41%
2,981 $232,000
Q4 2022

Feb 03, 2023
BUY
$66.36 - $76.94 $19,443 - $22,543
293 New
293 $21,000

Others Institutions Holding DSI

# of Institutions
649
Shares Held
24.4M
Call Options Held
0
Put Options Held
2.5K
View Full List

About ISHARES MSCI KLD 400 SOCIAL ET

DSI Quotes by TradingView
  • Ticker DSI
  • Sector ETFs
  • Industry ETFs
More about DSI
Track This Portfolio

Track U.S. Capital Wealth Advisors, LLC Portfolio

Follow U.S. Capital 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 U.S. Capital Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on U.S. Capital Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email