Forthright Family Wealth Advisory LLC Ishares Dj Us Tech ETF Transaction History
Forthright Family Wealth Advisory LLC
- $138 Million
- Q4 2024
A detailed history of Forthright Family Wealth Advisory LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Forthright Family Wealth Advisory LLC holds 25,034 shares of IYW stock, worth $3.66 Million. This represents 2.9% of its overall portfolio holdings.
Number of Shares
25,034
Previous 27,548
9.13%
Holding current value
$3.66 Million
Previous $4.56 Billion
99.91%
% of portfolio
2.9%
Previous 2.93%
Shares
5 transactions
Others Institutions Holding IYW
# of Institutions
1,244Shares Held
84.3MCall Options Held
118KPut Options Held
73.1K-
Envestnet Asset Management Inc10.2MShares$1.49 Billion0.54% of portfolio
-
Morgan Stanley New York, NY5.85MShares$855 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.11MShares$746 Million0.34% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ4.34MShares$633 Million13.63% of portfolio
-
Bank Of America Corp Charlotte, NC4.3MShares$628 Million0.06% of portfolio