Confluence Wealth Services, Inc. Ishares Dj Us Tech ETF Transaction History
Confluence Wealth Services, Inc.
- $1.52 Billion
- Q1 2025
A detailed history of Confluence Wealth Services, Inc. transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Confluence Wealth Services, Inc. holds 2,832 shares of IYW stock, worth $457,934. This represents 0.03% of its overall portfolio holdings.
Number of Shares
2,832
Previous 2,202
28.61%
Holding current value
$457,934
Previous $351,000
13.11%
% of portfolio
0.03%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding IYW
# of Institutions
1,230Shares Held
87MCall Options Held
339KPut Options Held
144K-
Envestnet Asset Management Inc10.1MShares$1.64 Billion0.48% of portfolio
-
Morgan Stanley New York, NY5.95MShares$963 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.34MShares$863 Million0.3% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ4.53MShares$732 Million15.34% of portfolio
-
Bank Of America Corp Charlotte, NC4.48MShares$725 Million0.05% of portfolio