Lifelong Wealth Advisors, Inc. Ishares Dj Us Tech ETF Transaction History
Lifelong Wealth Advisors, Inc.
- $213 Billion
- Q1 2025
A detailed history of Lifelong Wealth Advisors, Inc. transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Lifelong Wealth Advisors, Inc. holds 95,423 shares of IYW stock, worth $15.7 Million. This represents 6.28% of its overall portfolio holdings.
Number of Shares
95,423
Previous 95,440
0.02%
Holding current value
$15.7 Million
Previous $15.2 Billion
11.85%
% of portfolio
6.28%
Previous 6.83%
Shares
2 transactions
Others Institutions Holding IYW
# of Institutions
1,230Shares Held
87MCall Options Held
339KPut Options Held
144K-
Envestnet Asset Management Inc10.1MShares$1.66 Billion0.48% of portfolio
-
Morgan Stanley New York, NY5.95MShares$977 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.34MShares$876 Million0.3% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ4.53MShares$743 Million15.34% of portfolio
-
Bank Of America Corp Charlotte, NC4.48MShares$736 Million0.05% of portfolio