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 $301,996. This represents 0.04% of its overall portfolio holdings.
Number of Shares
1,642
Previous 1,642
-0.0%
Holding current value
$301,996
Previous $247,000
0.4%
% of portfolio
0.04%
Previous 0.04%
Shares
4 transactions
Others Institutions Holding IYW
# of Institutions
1,282Shares Held
88.5MCall Options Held
339KPut Options Held
154K-
Envestnet Asset Management Inc9.3MShares$1.71 Billion0.49% of portfolio
-
Morgan Stanley New York, NY5.95MShares$1.09 Billion0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.42MShares$996 Million0.33% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ4.53MShares$833 Million15.34% of portfolio
-
Bank Of America Corp Charlotte, NC4.48MShares$825 Million0.05% of portfolio