Kingswood Wealth Advisors, LLC Ishares Dj Us Tech ETF Transaction History
Kingswood Wealth Advisors, LLC
- $1.4 Trillion
- Q3 2024
A detailed history of Kingswood Wealth Advisors, LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 14,447 shares of IYW stock, worth $2.3 Million. This represents 0.16% of its overall portfolio holdings.
Number of Shares
14,447
Previous 2,000
622.35%
Holding current value
$2.3 Million
Previous $301 Million
627.4%
% of portfolio
0.16%
Previous 0.03%
Shares
3 transactions
Others Institutions Holding IYW
# of Institutions
1,150Shares Held
84.4MCall Options Held
80.4KPut Options Held
33.1K-
Envestnet Asset Management Inc10.7MShares$1.71 Billion0.54% of portfolio
-
Morgan Stanley New York, NY5.86MShares$934 Million0.07% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ4.52MShares$721 Million14.02% of portfolio
-
Bank Of America Corp Charlotte, NC4.27MShares$681 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.13MShares$659 Million0.29% of portfolio