Dunhill Financial, LLC DSI Holdings History
Dunhill Financial, LLC's iShares ESG MSCI KLD 400 ETF Holding Summary
As of 2025-03-31, Dunhill Financial, LLC held 101,912.00 shares of iShares ESG MSCI KLD 400 ETF(DSI), totaling $10.44 Mil. This investment constitutes 4.75% of their stock portfolio, and Dunhill Financial, LLC now holds 0.25% of the outstanding iShares ESG MSCI KLD 400 ETF(DSI) stock.
The initial trade took place in 2023Q2. And since then Dunhill Financial, LLC has made 1 purchases of DSI, at an average price of $80.05, for a total of 273,893.00 shares. In addition, there have been 6 sales at an average price of $95.18 for 171,981.00 shares. Based on historical transaction data and DSI's current price of $118.89, Dunhill Financial, LLC's estimated gain on his DSI holdings is $6.56 Mil, reflecting a 29.92% gain to date.
Dunhill Financial, LLC DSI ($118.89) Holding Chart
Dunhill Financial, LLC DSI ($118.89) Quarterly Buys and Sells
Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
---|---|---|---|---|
Shares Bought | 0 | Average Price $-/Share | ||
Shares Sold | 0 | Average Price $-/Share | ||
Current Price $0.00 | Total Estimated Gain 0 % |
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