Fiduciary Planning LLC Ishares Dj Us Tech ETF Transaction History
Fiduciary Planning LLC
- $220 Million
- Q3 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 $594,045. This represents 0.25% of its overall portfolio holdings.
Number of Shares
3,684
Previous 3,684
-0.0%
Holding current value
$594,045
Previous $554,000
0.72%
% of portfolio
0.25%
Previous 0.27%
Shares
1 transactions
Others Institutions Holding IYW
# of Institutions
1,121Shares Held
84.1MCall Options Held
73.8KPut Options Held
88.3K-
Envestnet Asset Management Inc10.7MShares$1.73 Billion0.54% of portfolio
-
Morgan Stanley New York, NY5.81MShares$936 Million0.07% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ4.6MShares$742 Million15.63% of portfolio
-
Bank Of America Corp Charlotte, NC4.39MShares$708 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.02MShares$648 Million0.31% of portfolio