Cyndeo Wealth Partners, LLC Ishares Dj Us Tech ETF Transaction History
Cyndeo Wealth Partners, LLC
- $1.4 Billion
- Q3 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 12,720 shares of IYW stock, worth $2.05 Million. This represents 0.14% of its overall portfolio holdings.
Number of Shares
12,720
Previous 12,879
1.23%
Holding current value
$2.05 Million
Previous $1.94 Million
0.52%
% of portfolio
0.14%
Previous 0.15%
Shares
4 transactions
Others Institutions Holding IYW
# of Institutions
1,159Shares Held
81.1MCall Options Held
80.4KPut Options Held
33.1K-
Envestnet Asset Management Inc10.7MShares$1.73 Billion0.54% of portfolio
-
Morgan Stanley New York, NY5.86MShares$945 Million0.07% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ4.52MShares$729 Million14.02% of portfolio
-
Bank Of America Corp Charlotte, NC4.27MShares$689 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.13MShares$667 Million0.29% of portfolio