One Charles Private Wealth Services, LLC Ishares Dj Us Tech ETF Transaction History
One Charles Private Wealth Services, LLC
- $325 Million
- Q2 2025
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 2,153 shares of IYW stock, worth $425,131. This represents 0.11% of its overall portfolio holdings.
Number of Shares
2,153Holding current value
$425,131% of portfolio
0.11%Shares
5 transactions
Others Institutions Holding IYW
# of Institutions
1,308Shares Held
88.9MCall Options Held
281KPut Options Held
235K-
Envestnet Asset Management Inc9.3MShares$1.84 Billion0.49% of portfolio
-
Morgan Stanley New York, NY5.94MShares$1.17 Billion0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.42MShares$1.07 Billion0.33% of portfolio
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Bank Of America Corp Charlotte, NC4.61MShares$909 Million0.06% of portfolio
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Pgim Custom Harvest LLC Newark, NJ4.36MShares$861 Million15.71% of portfolio