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 $271,521. This represents 0.04% of its overall portfolio holdings.
Number of Shares
1,642
Previous 1,642
-0.0%
Holding current value
$271,521
Previous $247,000
0.4%
% of portfolio
0.04%
Previous 0.04%
Shares
4 transactions
Others Institutions Holding IYW
# of Institutions
1,149Shares Held
84.4MCall Options Held
80.4KPut Options Held
33.1K-
Envestnet Asset Management Inc10.7MShares$1.78 Billion0.54% of portfolio
-
Morgan Stanley New York, NY5.86MShares$969 Million0.07% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ4.52MShares$748 Million14.02% of portfolio
-
Bank Of America Corp Charlotte, NC4.27MShares$706 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.13MShares$684 Million0.29% of portfolio