Certus Wealth Management, LLC Ishares Dj Us Tech ETF Transaction History
Certus Wealth Management, LLC
- $142 Million
- Q3 2024
A detailed history of Certus Wealth Management, LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Certus Wealth Management, LLC holds 16,396 shares of IYW stock, worth $2.63 Million. This represents 1.75% of its overall portfolio holdings.
Number of Shares
16,396
Previous 6,078
169.76%
Holding current value
$2.63 Million
Previous $914,000
171.88%
% of portfolio
1.75%
Previous 0.7%
Shares
6 transactions
Others Institutions Holding IYW
# of Institutions
1,182Shares Held
81.2MCall Options Held
80.4KPut Options Held
33.1K-
Envestnet Asset Management Inc10.7MShares$1.72 Billion0.54% of portfolio
-
Morgan Stanley New York, NY5.86MShares$940 Million0.07% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ4.52MShares$725 Million14.02% of portfolio
-
Bank Of America Corp Charlotte, NC4.27MShares$685 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.13MShares$663 Million0.29% of portfolio