Stanich Group LLC DSI Holdings History
Number of Shares
23,341.00
Current Holdings Value*
$2.74 Mil
% of Portfolio
2.46%
Total Estimate Gain
$190,613.93
% of Total Estimate Gain
7.21%
Stanich Group LLC's iShares ESG MSCI KLD 400 ETF Holding Summary
As of 2025-06-30, Stanich Group LLC held 23,341.00 shares of iShares ESG MSCI KLD 400 ETF(DSI), totaling $2.74 Mil. This investment constitutes 2.46% of their stock portfolio, and Stanich Group LLC now holds 0.06% of the outstanding iShares ESG MSCI KLD 400 ETF(DSI) stock.
The initial trade took place in 2024Q4. In addition, there have been 2 sales at an average price of $108.63 for 321.00 shares. Based on historical transaction data and DSI's current price of $120.00, Stanich Group LLC's estimated gain on his DSI holdings is $190,613.93, reflecting a 7.21% gain to date.
Stanich Group LLC DSI ($120.00) Holding Chart
Stanich Group LLC DSI ($120.00) 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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