Litman Gregory Wealth Management LLC Ishares Dj Us Tech ETF Transaction History
Litman Gregory Wealth Management LLC
- $1.16 Billion
- Q1 2025
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 $541,048. This represents 0.04% of its overall portfolio holdings.
Number of Shares
3,346
Previous 3,346
-0.0%
Holding current value
$541,048
Previous $533,000
12.01%
% of portfolio
0.04%
Previous 0.05%
Shares
2 transactions
Others Institutions Holding IYW
# of Institutions
1,230Shares Held
87MCall Options Held
339KPut Options Held
144K-
Envestnet Asset Management Inc10.1MShares$1.64 Billion0.48% of portfolio
-
Morgan Stanley New York, NY5.95MShares$963 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.34MShares$863 Million0.3% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ4.53MShares$732 Million15.34% of portfolio
-
Bank Of America Corp Charlotte, NC4.48MShares$725 Million0.05% of portfolio