Beaird Harris Wealth Management, LLC Ishares Dj Us Tech ETF Transaction History
Beaird Harris Wealth Management, LLC
- $1.01 Billion
- Q2 2024
A detailed history of Beaird Harris Wealth Management, LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Beaird Harris Wealth Management, LLC holds 2,748 shares of IYW stock, worth $436,272. This represents 0.04% of its overall portfolio holdings.
Number of Shares
2,748
Previous 2,725
0.84%
Holding current value
$436,272
Previous $368,000
12.23%
% of portfolio
0.04%
Previous 0.04%
Shares
3 transactions
Others Institutions Holding IYW
# of Institutions
1,147Shares Held
84.1MCall Options Held
80.4KPut Options Held
33.1K-
Envestnet Asset Management Inc10.7MShares$1.7 Billion0.54% of portfolio
-
Morgan Stanley New York, NY5.86MShares$930 Million0.07% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ4.52MShares$718 Million14.02% of portfolio
-
Bank Of America Corp Charlotte, NC4.27MShares$678 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.13MShares$656 Million0.29% of portfolio