Elevate Wealth Advisory, Inc Ishares Dj Us Tech ETF Transaction History
Elevate Wealth Advisory, Inc
- $141 Billion
- Q2 2025
A detailed history of Elevate Wealth Advisory, Inc transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Elevate Wealth Advisory, Inc holds 545 shares of IYW stock, worth $98,666. This represents 0.07% of its overall portfolio holdings.
Number of Shares
545
Previous 545
-0.0%
Holding current value
$98,666
Previous $76.5 Million
23.38%
% of portfolio
0.07%
Previous 0.05%
Shares
1 transactions
Others Institutions Holding IYW
# of Institutions
1,257Shares Held
86.2MCall Options Held
339KPut Options Held
144K-
Envestnet Asset Management Inc10.1MShares$1.83 Billion0.48% of portfolio
-
Morgan Stanley New York, NY5.95MShares$1.08 Billion0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.34MShares$966 Million0.3% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ4.53MShares$820 Million15.34% of portfolio
-
Bank Of America Corp Charlotte, NC4.48MShares$812 Million0.05% of portfolio