Montis Financial, LLC Ishares Dj Us Tech ETF Transaction History
Montis Financial, LLC
- $322 Million
- Q4 2024
A detailed history of Montis Financial, LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Montis Financial, LLC holds 16,753 shares of IYW stock, worth $2.39 Million. This represents 0.83% of its overall portfolio holdings.
Number of Shares
16,753
Previous 19,943
16.0%
Holding current value
$2.39 Million
Previous $3.02 Million
11.61%
% of portfolio
0.83%
Previous 1.08%
Shares
2 transactions
Others Institutions Holding IYW
# of Institutions
1,240Shares Held
84.6MCall Options Held
118KPut Options Held
73.1K-
Envestnet Asset Management Inc10.1MShares$1.45 Billion0.48% of portfolio
-
Morgan Stanley New York, NY5.85MShares$836 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.11MShares$730 Million0.34% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ4.34MShares$619 Million13.63% of portfolio
-
Bank Of America Corp Charlotte, NC4.3MShares$614 Million0.06% of portfolio