One Charles Private Wealth Services, LLC Ishares Dj Us Tech ETF Transaction History
One Charles Private Wealth Services, LLC
- $282 Million
- Q4 2024
A detailed history of One Charles Private Wealth Services, LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, One Charles Private Wealth Services, LLC holds 2,095 shares of IYW stock, worth $347,497. This represents 0.12% of its overall portfolio holdings.
Number of Shares
2,095
Previous 3,778
44.55%
Holding current value
$347,497
Previous $572,000
41.61%
% of portfolio
0.12%
Previous 0.23%
Shares
4 transactions
Others Institutions Holding IYW
# of Institutions
1,228Shares Held
84.2MCall Options Held
108KPut Options Held
19.4K-
Envestnet Asset Management Inc10.2MShares$1.69 Billion0.54% of portfolio
-
Morgan Stanley New York, NY5.85MShares$971 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.11MShares$848 Million0.34% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ4.34MShares$719 Million13.63% of portfolio
-
Bank Of America Corp Charlotte, NC4.3MShares$713 Million0.06% of portfolio