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 $7.12 Million. This represents 0.47% of its overall portfolio holdings.
Number of Shares
48,632
Previous 45,129
7.76%
Holding current value
$7.12 Million
Previous $6.84 Million
13.37%
% of portfolio
0.47%
Previous 0.46%
Shares
12 transactions
Others Institutions Holding IYW
# of Institutions
1,248Shares Held
84.4MCall Options Held
118KPut Options Held
73.1K-
Envestnet Asset Management Inc10.2MShares$1.49 Billion0.54% of portfolio
-
Morgan Stanley New York, NY5.85MShares$856 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.11MShares$748 Million0.34% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ4.34MShares$635 Million13.63% of portfolio
-
Bank Of America Corp Charlotte, NC4.3MShares$629 Million0.06% of portfolio