Beacon Bridge Wealth Partners, LLC Ishares Dj Us Tech ETF Transaction History
Beacon Bridge Wealth Partners, LLC
- $218 Billion
- Q2 2024
A detailed history of Beacon Bridge Wealth Partners, LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Beacon Bridge Wealth Partners, LLC holds 22,685 shares of IYW stock, worth $3.12 Million. This represents 1.57% of its overall portfolio holdings.
Number of Shares
22,685
Previous 19,235
17.94%
Holding current value
$3.12 Million
Previous $2.6 Billion
31.42%
% of portfolio
1.57%
Previous 1.23%
Shares
4 transactions
Others Institutions Holding IYW
# of Institutions
1,103Shares Held
82.5MCall Options Held
104KPut Options Held
83.7K-
Envestnet Asset Management Inc11.8MShares$1.63 Billion0.63% of portfolio
-
Morgan Stanley New York, NY5.81MShares$799 Million0.07% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ4.6MShares$634 Million15.63% of portfolio
-
Bank Of America Corp Charlotte, NC4.39MShares$604 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.02MShares$553 Million0.31% of portfolio