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 $518,191. This represents 0.22% of its overall portfolio holdings.
Number of Shares
3,684
Previous 3,684
-0.0%
Holding current value
$518,191
Previous $587,000
11.75%
% of portfolio
0.22%
Previous 0.25%
Shares
1 transactions
Others Institutions Holding IYW
# of Institutions
1,245Shares Held
84.8MCall Options Held
118KPut Options Held
73.1K-
Envestnet Asset Management Inc10.2MShares$1.43 Billion0.54% of portfolio
-
Morgan Stanley New York, NY5.85MShares$823 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.11MShares$719 Million0.34% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ4.34MShares$610 Million13.63% of portfolio
-
Bank Of America Corp Charlotte, NC4.3MShares$604 Million0.06% of portfolio