Litman Gregory Wealth Management LLC Ishares Dj Us Tech ETF Transaction History
Litman Gregory Wealth Management LLC
- $1.15 Billion
- Q4 2024
A detailed history of Litman Gregory Wealth Management LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Litman Gregory Wealth Management LLC holds 3,346 shares of IYW stock, worth $552,090. This represents 0.05% of its overall portfolio holdings.
Number of Shares
3,346
Previous 3,346
-0.0%
Holding current value
$552,090
Previous $507,000
5.13%
% of portfolio
0.05%
Previous 0.04%
Shares
2 transactions
Others Institutions Holding IYW
# of Institutions
1,220Shares Held
84.9MCall Options Held
76.9KPut Options Held
34.3K-
Envestnet Asset Management Inc10.2MShares$1.68 Billion0.54% of portfolio
-
Morgan Stanley New York, NY5.86MShares$966 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.11MShares$843 Million0.34% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ4.34MShares$716 Million13.63% of portfolio
-
Bank Of America Corp Charlotte, NC4.3MShares$709 Million0.06% of portfolio