Beacon Bridge Wealth Partners, LLC Ishares Dj Us Tech ETF Transaction History
Beacon Bridge Wealth Partners, LLC
- $212 Billion
- Q1 2024
A detailed history of Beacon Bridge Wealth Partners, LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Beacon Bridge Wealth Partners, LLC holds 19,235 shares of IYW stock, worth $2.78 Million. This represents 1.23% of its overall portfolio holdings.
Number of Shares
19,235
Previous 16,012
20.13%
Holding current value
$2.78 Million
Previous $1.97 Billion
32.18%
% of portfolio
1.23%
Previous 0.98%
Shares
3 transactions
Others Institutions Holding IYW
# of Institutions
1,052Shares Held
79MCall Options Held
149KPut Options Held
98.6K-
Envestnet Asset Management Inc11.4MShares$1.65 Billion0.59% of portfolio
-
Morgan Stanley New York, NY5.81MShares$840 Million0.06% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ4.35MShares$628 Million14.74% of portfolio
-
Bank Of America Corp Charlotte, NC4.33MShares$626 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.82MShares$552 Million0.28% of portfolio