Ever Source Wealth Advisors, LLC Ishares Dj Us Tech ETF Transaction History
Ever Source Wealth Advisors, LLC
- $1.65 Billion
- Q4 2024
A detailed history of Ever Source Wealth Advisors, LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 48,632 shares of IYW stock, worth $8.07 Million. This represents 0.47% of its overall portfolio holdings.
Number of Shares
48,632
Previous 45,129
7.76%
Holding current value
$8.07 Million
Previous $6.84 Million
13.37%
% of portfolio
0.47%
Previous 0.46%
Shares
12 transactions
Others Institutions Holding IYW
# of Institutions
1,228Shares Held
84.2MCall Options Held
108KPut Options Held
19.4K-
Envestnet Asset Management Inc10.2MShares$1.69 Billion0.54% of portfolio
-
Morgan Stanley New York, NY5.85MShares$971 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.11MShares$848 Million0.34% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ4.34MShares$719 Million13.63% of portfolio
-
Bank Of America Corp Charlotte, NC4.3MShares$713 Million0.06% of portfolio