Goal Vest Advisory LLC Ishares Dj Us Tech ETF Transaction History
Goal Vest Advisory LLC
- $331 Million
- Q3 2024
A detailed history of Goal Vest Advisory LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Goal Vest Advisory LLC holds 270 shares of IYW stock, worth $43,448. This represents 0.01% of its overall portfolio holdings.
Number of Shares
270
Previous 270
-0.0%
Holding current value
$43,448
Previous $40,000
-0.0%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding IYW
# of Institutions
1,153Shares Held
84.4MCall Options Held
80.4KPut Options Held
33.1K-
Envestnet Asset Management Inc10.7MShares$1.73 Billion0.54% of portfolio
-
Morgan Stanley New York, NY5.86MShares$943 Million0.07% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ4.52MShares$727 Million14.02% of portfolio
-
Bank Of America Corp Charlotte, NC4.27MShares$687 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.13MShares$665 Million0.29% of portfolio