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 $834,080. This represents 0.32% of its overall portfolio holdings.
Number of Shares
5,200
Previous 5,200
-0.0%
Holding current value
$834,080
Previous $788,000
5.2%
% of portfolio
0.32%
Previous 0.31%
Shares
1 transactions
Others Institutions Holding IYW
# of Institutions
1,207Shares Held
83.7MCall Options Held
76.9KPut Options Held
34.3K-
Envestnet Asset Management Inc10.7MShares$1.72 Billion0.54% of portfolio
-
Morgan Stanley New York, NY5.86MShares$940 Million0.07% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ4.52MShares$725 Million14.02% of portfolio
-
Bank Of America Corp Charlotte, NC4.27MShares$685 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.13MShares$663 Million0.29% of portfolio