Dynasty Wealth Management, LLC Ishares Dj Us Tech ETF Transaction History
Dynasty Wealth Management, LLC
- $5.87 Trillion
- Q2 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 1,050,498 shares of IYW stock, worth $193 Million. This represents 3.1% of its overall portfolio holdings.
Number of Shares
1,050,498
Previous 1,308,001
19.69%
Holding current value
$193 Million
Previous $184 Billion
0.91%
% of portfolio
3.1%
Previous 3.06%
Shares
6 transactions
Others Institutions Holding IYW
# of Institutions
1,301Shares Held
88.8MCall Options Held
343KPut Options Held
139K-
Envestnet Asset Management Inc9.3MShares$1.71 Billion0.49% of portfolio
-
Morgan Stanley New York, NY5.95MShares$1.09 Billion0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.42MShares$996 Million0.33% of portfolio
-
Bank Of America Corp Charlotte, NC4.61MShares$847 Million0.06% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ4.36MShares$802 Million15.71% of portfolio