Kingswood Wealth Advisors, LLC Ishares Dj Us Tech ETF Transaction History
Kingswood Wealth Advisors, LLC
- $1.11 Trillion
- Q2 2024
A detailed history of Kingswood Wealth Advisors, LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 2,000 shares of IYW stock, worth $298,800. This represents 0.03% of its overall portfolio holdings.
Number of Shares
2,000
Previous 2,031
1.53%
Holding current value
$298,800
Previous $274 Million
9.73%
% of portfolio
0.03%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding IYW
# of Institutions
1,102Shares Held
82.5MCall Options Held
104KPut Options Held
83.7K-
Envestnet Asset Management Inc11.8MShares$1.76 Billion0.63% of portfolio
-
Morgan Stanley New York, NY5.81MShares$867 Million0.07% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ4.6MShares$688 Million15.63% of portfolio
-
Bank Of America Corp Charlotte, NC4.39MShares$656 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.02MShares$600 Million0.31% of portfolio