SOA Wealth Advisors, LLC. DSI Holdings History
SOA Wealth Advisors, LLC.'s iShares ESG MSCI KLD 400 ETF Holding Summary
As of 2025-03-31, SOA Wealth Advisors, LLC. held 12,678.00 shares of iShares ESG MSCI KLD 400 ETF(DSI), totaling $1.30 Mil. This investment constitutes 0.27% of their stock portfolio, and SOA Wealth Advisors, LLC. now holds 0.03% of the outstanding iShares ESG MSCI KLD 400 ETF(DSI) stock.
The initial trade took place in 2020Q4. And since then SOA Wealth Advisors, LLC. has made 4 purchases of DSI, at an average price of $68.05, for a total of 87,741.00 shares. In addition, there have been 14 sales at an average price of $97.67 for 75,063.00 shares. Based on historical transaction data and DSI's current price of $117.59, SOA Wealth Advisors, LLC.'s estimated gain on his DSI holdings is $2.85 Mil, reflecting a 47.76% gain to date.
SOA Wealth Advisors, LLC. DSI ($117.59) Holding Chart
SOA Wealth Advisors, LLC. DSI ($117.59) 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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