Forthright Family Wealth Advisory LLC Ishares Dj Us Tech ETF Transaction History
Forthright Family Wealth Advisory LLC
- $155 Billion
- Q2 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 30,392 shares of IYW stock, worth $4.83 Million. This represents 2.95% of its overall portfolio holdings.
Number of Shares
30,392
Previous 30,268
0.41%
Holding current value
$4.83 Million
Previous $4.09 Billion
11.89%
% of portfolio
2.95%
Previous 2.74%
Shares
3 transactions
Others Institutions Holding IYW
# of Institutions
1,147Shares Held
84.1MCall Options Held
80.4KPut Options Held
33.1K-
Envestnet Asset Management Inc10.7MShares$1.7 Billion0.54% of portfolio
-
Morgan Stanley New York, NY5.86MShares$930 Million0.07% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ4.52MShares$718 Million14.02% of portfolio
-
Bank Of America Corp Charlotte, NC4.27MShares$678 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.13MShares$656 Million0.29% of portfolio