Fiduciary Planning LLC Ishares Dj Us Tech ETF Transaction History
Fiduciary Planning LLC
- $232 Million
- Q1 2025
A detailed history of Fiduciary Planning LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Fiduciary Planning LLC holds 3,684 shares of IYW stock, worth $526,185. This represents 0.22% of its overall portfolio holdings.
Number of Shares
3,684
Previous 3,684
-0.0%
Holding current value
$526,185
Previous $587,000
11.75%
% of portfolio
0.22%
Previous 0.25%
Shares
1 transactions
Others Institutions Holding IYW
# of Institutions
1,238Shares Held
84.5MCall Options Held
118KPut Options Held
73.1K-
Envestnet Asset Management Inc10.1MShares$1.45 Billion0.48% of portfolio
-
Morgan Stanley New York, NY5.85MShares$836 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.11MShares$730 Million0.34% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ4.34MShares$619 Million13.63% of portfolio
-
Bank Of America Corp Charlotte, NC4.3MShares$614 Million0.06% of portfolio