Advocacy Wealth Management Services, LLC Ishares Dj Us Tech ETF Transaction History
Advocacy Wealth Management Services, LLC
- $1.17 Billion
- Q3 2024
A detailed history of Advocacy Wealth Management Services, LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Advocacy Wealth Management Services, LLC holds 161,586 shares of IYW stock, worth $26.2 Million. This represents 2.1% of its overall portfolio holdings.
Number of Shares
161,586
Previous 141,370
14.3%
Holding current value
$26.2 Million
Previous $21.3 Million
15.15%
% of portfolio
2.1%
Previous 1.91%
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$1.74 Billion0.54% of portfolio
-
Morgan Stanley New York, NY5.86MShares$949 Million0.07% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ4.52MShares$732 Million14.02% of portfolio
-
Bank Of America Corp Charlotte, NC4.27MShares$692 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.13MShares$670 Million0.29% of portfolio