Wealth Plan Partners, LLC Ishares Dj Us Tech ETF Transaction History
Wealth Plan Partners, LLC
- $705 Billion
- Q4 2024
A detailed history of Wealth Plan Partners, LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Wealth Plan Partners, LLC holds 5,891 shares of IYW stock, worth $977,140. This represents 0.13% of its overall portfolio holdings.
Number of Shares
5,891
Previous 6,803
13.41%
Holding current value
$977,140
Previous $1.03 Billion
8.89%
% of portfolio
0.13%
Previous 0.14%
Shares
15 transactions
Others Institutions Holding IYW
# of Institutions
1,228Shares Held
84.2MCall Options Held
108KPut Options Held
19.4K-
Envestnet Asset Management Inc10.2MShares$1.69 Billion0.54% of portfolio
-
Morgan Stanley New York, NY5.85MShares$971 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.11MShares$848 Million0.34% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ4.34MShares$719 Million13.63% of portfolio
-
Bank Of America Corp Charlotte, NC4.3MShares$713 Million0.06% of portfolio