Fiduciary Planning LLC Ishares Dj Us Tech ETF Transaction History
Fiduciary Planning LLC
- $205 Million
- Q2 2024
A detailed history of Fiduciary Planning LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Fiduciary Planning LLC holds 3,684 shares of IYW stock, worth $541,326. This represents 0.27% of its overall portfolio holdings.
Number of Shares
3,684
Previous 3,684
-0.0%
Holding current value
$541,326
Previous $497,000
11.47%
% of portfolio
0.27%
Previous 0.23%
Shares
1 transactions
Others Institutions Holding IYW
# of Institutions
1,103Shares Held
82.5MCall Options Held
104KPut Options Held
83.7K-
Envestnet Asset Management Inc11.8MShares$1.74 Billion0.63% of portfolio
-
Morgan Stanley New York, NY5.81MShares$853 Million0.07% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ4.6MShares$676 Million15.63% of portfolio
-
Bank Of America Corp Charlotte, NC4.39MShares$645 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.02MShares$590 Million0.31% of portfolio