Palumbo Wealth Management LLC Ishares Dj Us Tech ETF Transaction History
Palumbo Wealth Management LLC
- $251 Million
- Q3 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 $829,452. This represents 0.31% of its overall portfolio holdings.
Number of Shares
5,200
Previous 5,200
-0.0%
Holding current value
$829,452
Previous $782,000
0.77%
% of portfolio
0.31%
Previous 0.34%
Shares
1 transactions
Others Institutions Holding IYW
# of Institutions
1,149Shares Held
84.4MCall Options Held
80.4KPut Options Held
33.1K-
Envestnet Asset Management Inc10.7MShares$1.71 Billion0.54% of portfolio
-
Morgan Stanley New York, NY5.86MShares$934 Million0.07% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ4.52MShares$721 Million14.02% of portfolio
-
Bank Of America Corp Charlotte, NC4.27MShares$681 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.13MShares$659 Million0.29% of portfolio