Palumbo Wealth Management LLC Ishares Dj Us Tech ETF Transaction History
Palumbo Wealth Management LLC
- $217 Million
- Q1 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 $795,912. This represents 0.32% of its overall portfolio holdings.
Number of Shares
5,200
Previous 5,200
-0.0%
Holding current value
$795,912
Previous $638,000
10.03%
% of portfolio
0.32%
Previous 0.33%
Shares
1 transactions
Others Institutions Holding IYW
# of Institutions
1,029Shares Held
78.6MCall Options Held
149KPut Options Held
98.2K-
Envestnet Asset Management Inc11.4MShares$1.75 Billion0.59% of portfolio
-
Morgan Stanley New York, NY5.81MShares$890 Million0.06% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ4.35MShares$665 Million14.74% of portfolio
-
Bank Of America Corp Charlotte, NC4.33MShares$663 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.82MShares$585 Million0.28% of portfolio