Connecticut Wealth Management, LLC Ishares Dj Us Tech ETF Transaction History
Connecticut Wealth Management, LLC
- $2.06 Billion
- Q3 2024
A detailed history of Connecticut Wealth Management, LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Connecticut Wealth Management, LLC holds 18,788 shares of IYW stock, worth $3.01 Million. This represents 0.14% of its overall portfolio holdings.
Number of Shares
18,788
Previous 22,128
15.09%
Holding current value
$3.01 Million
Previous $3.33 Million
14.47%
% of portfolio
0.14%
Previous 0.17%
Shares
5 transactions
Others Institutions Holding IYW
# of Institutions
1,207Shares Held
83.7MCall Options Held
76.9KPut Options Held
34.3K-
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