Centricity Wealth Management, LLC Ishares Dj Us Tech ETF Transaction History
Centricity Wealth Management, LLC
- $125 Billion
- Q2 2025
A detailed history of Centricity Wealth Management, LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Centricity Wealth Management, LLC holds 678 shares of IYW stock, worth $122,745. This represents 0.09% of its overall portfolio holdings.
Number of Shares
678
Previous 748
9.36%
Holding current value
$122,745
Previous $105 Million
11.83%
% of portfolio
0.09%
Previous 0.1%
Shares
2 transactions
Others Institutions Holding IYW
# of Institutions
1,257Shares Held
86.2MCall Options Held
339KPut Options Held
144K-
Envestnet Asset Management Inc10.1MShares$1.83 Billion0.48% of portfolio
-
Morgan Stanley New York, NY5.95MShares$1.08 Billion0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.34MShares$966 Million0.3% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ4.53MShares$820 Million15.34% of portfolio
-
Bank Of America Corp Charlotte, NC4.48MShares$812 Million0.05% of portfolio