Circle Wealth Management, LLC Ishares Dj Us Tech ETF Transaction History
Circle Wealth Management, LLC
- $4.34 Billion
- Q2 2024
A detailed history of Circle Wealth Management, LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Circle Wealth Management, LLC holds 2,356 shares of IYW stock, worth $356,203. This represents 0.01% of its overall portfolio holdings.
Number of Shares
2,356
Previous 2,356
-0.0%
Holding current value
$356,203
Previous $318,000
11.32%
% of portfolio
0.01%
Previous 0.01%
Shares
15 transactions
Others Institutions Holding IYW
# of Institutions
1,106Shares Held
82.4MCall Options Held
104KPut Options Held
83.7K-
Envestnet Asset Management Inc11.8MShares$1.79 Billion0.63% of portfolio
-
Morgan Stanley New York, NY5.81MShares$878 Million0.07% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ4.6MShares$696 Million15.63% of portfolio
-
Bank Of America Corp Charlotte, NC4.39MShares$664 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.02MShares$607 Million0.31% of portfolio