Lakeridge Wealth Management LLC Ishares Dj Us Tech ETF Transaction History
Lakeridge Wealth Management LLC
- $225 Billion
- Q3 2025
A detailed history of Lakeridge Wealth Management LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Lakeridge Wealth Management LLC holds 17,395 shares of IYW stock, worth $3.42 Million. This represents 1.51% of its overall portfolio holdings.
Number of Shares
17,395Holding current value
$3.42 Million% of portfolio
1.51%Shares
1 transactions
Others Institutions Holding IYW
# of Institutions
1,321Shares Held
87.7MCall Options Held
281KPut Options Held
235K-
Envestnet Asset Management Inc9.3MShares$1.83 Billion0.49% of portfolio
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Morgan Stanley New York, NY5.94MShares$1.17 Billion0.07% of portfolio
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Lpl Financial LLC Fort Mill, SC5.42MShares$1.06 Billion0.33% of portfolio
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Bank Of America Corp Charlotte, NC4.61MShares$905 Million0.06% of portfolio
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Pgim Custom Harvest LLC Newark, NJ4.36MShares$857 Million15.71% of portfolio