Accurate Wealth Management, LLC Ishares Dj Us Tech ETF Transaction History
Accurate Wealth Management, LLC
- $486 Million
- Q4 2024
A detailed history of Accurate Wealth Management, LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Accurate Wealth Management, LLC holds 3,007 shares of IYW stock, worth $498,771. This represents 0.1% of its overall portfolio holdings.
Number of Shares
3,007
Previous 2,894
3.9%
Holding current value
$498,771
Previous $438,000
9.36%
% of portfolio
0.1%
Previous 0.09%
Shares
4 transactions
Others Institutions Holding IYW
# of Institutions
1,228Shares Held
84.2MCall Options Held
108KPut Options Held
19.4K-
Envestnet Asset Management Inc10.2MShares$1.69 Billion0.54% of portfolio
-
Morgan Stanley New York, NY5.85MShares$971 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.11MShares$848 Million0.34% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ4.34MShares$719 Million13.63% of portfolio
-
Bank Of America Corp Charlotte, NC4.3MShares$713 Million0.06% of portfolio