Wr Wealth Planners, LLC Ishares Dj Us Tech ETF Transaction History
Wr Wealth Planners, LLC
- $318 Million
- Q2 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 12,792 shares of IYW stock, worth $1.87 Million. This represents 0.61% of its overall portfolio holdings.
Number of Shares
12,792
Previous 12,570
1.77%
Holding current value
$1.87 Million
Previous $1.7 Million
13.44%
% of portfolio
0.61%
Previous 0.54%
Shares
6 transactions
Others Institutions Holding IYW
# of Institutions
1,103Shares Held
82.5MCall Options Held
104KPut Options Held
83.7K-
Envestnet Asset Management Inc11.8MShares$1.73 Billion0.63% of portfolio
-
Morgan Stanley New York, NY5.81MShares$848 Million0.07% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ4.6MShares$672 Million15.63% of portfolio
-
Bank Of America Corp Charlotte, NC4.39MShares$641 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.02MShares$587 Million0.31% of portfolio