9258 Wealth Management, LLC Ishares Dj Us Tech ETF Transaction History
9258 Wealth Management, LLC
- $664 Million
- Q3 2024
A detailed history of 9258 Wealth Management, LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, 9258 Wealth Management, LLC holds 1,642 shares of IYW stock, worth $249,846. This represents 0.04% of its overall portfolio holdings.
Number of Shares
1,642
Previous 1,642
-0.0%
Holding current value
$249,846
Previous $247,000
0.4%
% of portfolio
0.04%
Previous 0.04%
Shares
4 transactions
Others Institutions Holding IYW
# of Institutions
1,240Shares Held
84.2MCall Options Held
118KPut Options Held
73.1K-
Envestnet Asset Management Inc10.2MShares$1.55 Billion0.54% of portfolio
-
Morgan Stanley New York, NY5.85MShares$890 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.11MShares$778 Million0.34% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ4.34MShares$660 Million13.63% of portfolio
-
Bank Of America Corp Charlotte, NC4.3MShares$654 Million0.06% of portfolio