Cyndeo Wealth Partners, LLC Ishares Dj Us Tech ETF Transaction History
Cyndeo Wealth Partners, LLC
- $1.27 Billion
- Q2 2024
A detailed history of Cyndeo Wealth Partners, LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 12,879 shares of IYW stock, worth $1.82 Million. This represents 0.15% of its overall portfolio holdings.
Number of Shares
12,879
Previous 9,760
31.96%
Holding current value
$1.82 Million
Previous $1.32 Million
47.04%
% of portfolio
0.15%
Previous 0.11%
Shares
3 transactions
Others Institutions Holding IYW
# of Institutions
1,103Shares Held
82.5MCall Options Held
104KPut Options Held
83.7K-
Envestnet Asset Management Inc11.8MShares$1.67 Billion0.63% of portfolio
-
Morgan Stanley New York, NY5.81MShares$819 Million0.07% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ4.6MShares$649 Million15.63% of portfolio
-
Bank Of America Corp Charlotte, NC4.39MShares$619 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.02MShares$567 Million0.31% of portfolio