Avid Wealth Partners LLC Ishares Dj Us Tech ETF Transaction History
Avid Wealth Partners LLC
- $175 Billion
- Q2 2025
A detailed history of Avid Wealth Partners LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Avid Wealth Partners LLC holds 26,970 shares of IYW stock, worth $5.42 Million. This represents 2.67% of its overall portfolio holdings.
Number of Shares
26,970
Previous 33,513
19.52%
Holding current value
$5.42 Million
Previous $4.71 Billion
0.71%
% of portfolio
2.67%
Previous 3.19%
Shares
7 transactions
Others Institutions Holding IYW
# of Institutions
1,312Shares Held
88.9MCall Options Held
281KPut Options Held
235K-
Envestnet Asset Management Inc9.3MShares$1.87 Billion0.49% of portfolio
-
Morgan Stanley New York, NY5.94MShares$1.19 Billion0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.42MShares$1.09 Billion0.33% of portfolio
-
Bank Of America Corp Charlotte, NC4.61MShares$925 Million0.06% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ4.36MShares$876 Million15.71% of portfolio