Cassaday & CO Wealth Management LLC Ishares Dj Us Tech ETF Transaction History
Cassaday & CO Wealth Management LLC
- $2.91 Billion
- Q2 2024
A detailed history of Cassaday & CO Wealth Management LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Cassaday & CO Wealth Management LLC holds 5,500 shares of IYW stock, worth $775,720. This represents 0.03% of its overall portfolio holdings.
Number of Shares
5,500
Previous 5,500
-0.0%
Holding current value
$775,720
Previous $742,000
11.46%
% of portfolio
0.03%
Previous 0.03%
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