Concentric Wealth Management, LLC Ishares Dj Us Tech ETF Transaction History
Concentric Wealth Management, LLC
- $379 Million
- Q2 2024
A detailed history of Concentric Wealth Management, LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Concentric Wealth Management, LLC holds 35,522 shares of IYW stock, worth $5.51 Million. This represents 1.41% of its overall portfolio holdings.
Number of Shares
35,522
Previous 35,567
0.13%
Holding current value
$5.51 Million
Previous $4.8 Million
11.31%
% of portfolio
1.41%
Previous 1.28%
Shares
19 transactions
Others Institutions Holding IYW
# of Institutions
1,103Shares Held
82.4MCall Options Held
104KPut Options Held
83.3K-
Envestnet Asset Management Inc11.8MShares$1.83 Billion0.63% of portfolio
-
Morgan Stanley New York, NY5.81MShares$901 Million0.07% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ4.6MShares$714 Million15.63% of portfolio
-
Bank Of America Corp Charlotte, NC4.39MShares$681 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.02MShares$623 Million0.31% of portfolio