Fiduciary Planning LLC Ishares Dj Us Tech ETF Transaction History
Fiduciary Planning LLC
- $235 Million
- Q2 2025
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 $728,658. This represents 0.27% of its overall portfolio holdings.
Number of Shares
3,684
Previous 3,684
-0.0%
Holding current value
$728,658
Previous $518,000
23.17%
% of portfolio
0.27%
Previous 0.22%
Shares
1 transactions
Others Institutions Holding IYW
# of Institutions
1,311Shares Held
88.9MCall Options Held
281KPut Options Held
235K-
Envestnet Asset Management Inc9.3MShares$1.84 Billion0.49% of portfolio
-
Morgan Stanley New York, NY5.94MShares$1.17 Billion0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.42MShares$1.07 Billion0.33% of portfolio
-
Bank Of America Corp Charlotte, NC4.61MShares$911 Million0.06% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ4.36MShares$863 Million15.71% of portfolio