Avid Wealth Partners LLC Ishares Dj Us Tech ETF Transaction History
Avid Wealth Partners LLC
- $141 Billion
- Q3 2024
A detailed history of Avid Wealth Partners LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Avid Wealth Partners LLC holds 32,235 shares of IYW stock, worth $5.1 Million. This represents 3.46% of its overall portfolio holdings.
Number of Shares
32,235
Previous 30,361
6.17%
Holding current value
$5.1 Million
Previous $4.57 Billion
6.96%
% of portfolio
3.46%
Previous 3.55%
Shares
4 transactions
Others Institutions Holding IYW
# of Institutions
1,147Shares Held
84.1MCall Options Held
80.4KPut Options Held
33.1K-
Envestnet Asset Management Inc10.7MShares$1.7 Billion0.54% of portfolio
-
Morgan Stanley New York, NY5.86MShares$926 Million0.07% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ4.52MShares$715 Million14.02% of portfolio
-
Bank Of America Corp Charlotte, NC4.27MShares$675 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.13MShares$654 Million0.29% of portfolio