Palumbo Wealth Management LLC Ishares Dj Us Tech ETF Transaction History
Palumbo Wealth Management LLC
- $259 Million
- Q4 2024
A detailed history of Palumbo Wealth Management LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Palumbo Wealth Management LLC holds 5,200 shares of IYW stock, worth $862,524. This represents 0.32% of its overall portfolio holdings.
Number of Shares
5,200
Previous 5,200
-0.0%
Holding current value
$862,524
Previous $788,000
5.2%
% of portfolio
0.32%
Previous 0.31%
Shares
1 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