Wealth Architects, LLC Ishares Msci Kld 400 Social Et Transaction History

Wealth Architects, LLC

  • $848 Million
  • Q3 2024

A detailed history of Wealth Architects, LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Wealth Architects, LLC holds 3,662 shares of DSI stock, worth $414,575. This represents 0.05% of its overall portfolio holdings.

Number of Shares
3,662
Previous 6,052 39.49%
Holding current value
$414,575
Previous $628,000 36.62%
% of portfolio
0.05%
Previous 0.08%

Shares

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

Oct 31, 2024
SELL
$97.81 - $108.79 $233,765 - $260,008
-2,390 Reduced 39.49%
3,662 $398,000
Q2 2024

Aug 08, 2024
BUY
$94.27 - $104.77 $269,612 - $299,642
2,860 Added 89.6%
6,052 $628,000
Q1 2024

May 13, 2024
BUY
$89.27 - $100.81 $284,949 - $321,785
3,192 New
3,192 $321,000

Others Institutions Holding DSI

# of Institutions
574
Shares Held
26M
Call Options Held
3K
Put Options Held
800
View Full List

About ISHARES MSCI KLD 400 SOCIAL ET

DSI Quotes by TradingView
  • Ticker DSI
  • Sector ETFs
  • Industry ETFs
More about DSI
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