Capital A Wealth Management, LLC Ishares Dj Us Tech ETF Transaction History
Capital A Wealth Management, LLC
- $8.94 Billion
- Q2 2025
A detailed history of Capital A Wealth Management, LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Capital A Wealth Management, LLC holds 80 shares of IYW stock, worth $15,718. This represents 0.11% of its overall portfolio holdings.
Number of Shares
80
Previous 1,428
94.4%
Holding current value
$15,718
Previous $201 Million
95.1%
% of portfolio
0.11%
Previous 0.21%
Shares
3 transactions
Others Institutions Holding IYW
# of Institutions
1,338Shares Held
84.7MCall Options Held
281KPut Options Held
225K-
Envestnet Asset Management Inc9.3MShares$1.83 Billion0.49% of portfolio
-
Morgan Stanley New York, NY5.94MShares$1.17 Billion0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.42MShares$1.06 Billion0.33% of portfolio
-
Bank Of America Corp Charlotte, NC4.61MShares$905 Million0.06% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ4.36MShares$857 Million15.71% of portfolio