Forthright Family Wealth Advisory LLC Ishares Dj Us Tech ETF Transaction History
Forthright Family Wealth Advisory LLC
- $155 Billion
- Q2 2024
A detailed history of Forthright Family Wealth Advisory LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Forthright Family Wealth Advisory LLC holds 30,392 shares of IYW stock, worth $4.59 Million. This represents 2.95% of its overall portfolio holdings.
Number of Shares
30,392
Previous 30,268
0.41%
Holding current value
$4.59 Million
Previous $4.09 Billion
11.89%
% of portfolio
2.95%
Previous 2.74%
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$1.78 Billion0.63% of portfolio
-
Morgan Stanley New York, NY5.81MShares$877 Million0.07% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ4.6MShares$695 Million15.63% of portfolio
-
Bank Of America Corp Charlotte, NC4.39MShares$663 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.02MShares$607 Million0.31% of portfolio