Wr Wealth Planners, LLC Ishares Dj Us Tech ETF Transaction History
Wr Wealth Planners, LLC
- $301 Million
- Q4 2024
A detailed history of Wr Wealth Planners, LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 7,434 shares of IYW stock, worth $1.09 Million. This represents 0.39% of its overall portfolio holdings.
Number of Shares
7,434
Previous 13,142
43.43%
Holding current value
$1.09 Million
Previous $1.99 Million
40.51%
% of portfolio
0.39%
Previous 0.57%
Shares
12 transactions
Others Institutions Holding IYW
# of Institutions
1,247Shares Held
84.3MCall Options Held
118KPut Options Held
73.1K-
Envestnet Asset Management Inc10.2MShares$1.49 Billion0.54% of portfolio
-
Morgan Stanley New York, NY5.85MShares$856 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.11MShares$747 Million0.34% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ4.34MShares$634 Million13.63% of portfolio
-
Bank Of America Corp Charlotte, NC4.3MShares$628 Million0.06% of portfolio