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 $1.23 Million. This represents 0.39% of its overall portfolio holdings.
Number of Shares
7,434
Previous 13,142
43.43%
Holding current value
$1.23 Million
Previous $1.99 Million
40.51%
% of portfolio
0.39%
Previous 0.57%
Shares
12 transactions
Others Institutions Holding IYW
# of Institutions
1,228Shares Held
84.2MCall Options Held
108KPut Options Held
19.4K-
Envestnet Asset Management Inc10.2MShares$1.69 Billion0.54% of portfolio
-
Morgan Stanley New York, NY5.85MShares$971 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.11MShares$848 Million0.34% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ4.34MShares$719 Million13.63% of portfolio
-
Bank Of America Corp Charlotte, NC4.3MShares$713 Million0.06% of portfolio