Dynasty Wealth Management, LLC Ishares Dj Us Tech ETF Transaction History
Dynasty Wealth Management, LLC
- $6 Trillion
- Q1 2025
A detailed history of Dynasty Wealth Management, LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Dynasty Wealth Management, LLC holds 1,308,001 shares of IYW stock, worth $205 Million. This represents 3.06% of its overall portfolio holdings.
Number of Shares
1,308,001
Previous 1,404,039
6.84%
Holding current value
$205 Million
Previous $224 Billion
17.98%
% of portfolio
3.06%
Previous 3.86%
Shares
5 transactions
Others Institutions Holding IYW
# of Institutions
1,230Shares Held
87MCall Options Held
339KPut Options Held
144K-
Envestnet Asset Management Inc10.1MShares$1.59 Billion0.48% of portfolio
-
Morgan Stanley New York, NY5.95MShares$933 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.34MShares$836 Million0.3% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ4.53MShares$710 Million15.34% of portfolio
-
Bank Of America Corp Charlotte, NC4.48MShares$703 Million0.05% of portfolio