Cyndeo Wealth Partners, LLC Ishares Dj Us Tech ETF Transaction History
Cyndeo Wealth Partners, LLC
- $1.19 Billion
- Q1 2024
A detailed history of Cyndeo Wealth Partners, LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 9,760 shares of IYW stock, worth $1.44 Million. This represents 0.11% of its overall portfolio holdings.
Number of Shares
9,760
Previous 6,616
47.52%
Holding current value
$1.44 Million
Previous $812,000
62.32%
% of portfolio
0.11%
Previous 0.07%
Shares
2 transactions
Others Institutions Holding IYW
# of Institutions
1,043Shares Held
78.9MCall Options Held
149KPut Options Held
98.6K-
Envestnet Asset Management Inc11.4MShares$1.69 Billion0.59% of portfolio
-
Morgan Stanley New York, NY5.81MShares$860 Million0.06% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ4.35MShares$643 Million14.74% of portfolio
-
Bank Of America Corp Charlotte, NC4.33MShares$641 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.82MShares$565 Million0.28% of portfolio