Peninsula Wealth, LLC Ishares Dj Us Tech ETF Transaction History
Peninsula Wealth, LLC
- $581 Million
- Q4 2024
A detailed history of Peninsula Wealth, LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Peninsula Wealth, LLC holds 1,969 shares of IYW stock, worth $386,869. This represents 0.05% of its overall portfolio holdings.
Number of Shares
1,969
Previous 2,134
7.73%
Holding current value
$386,869
Previous $323,000
2.79%
% of portfolio
0.05%
Previous 0.06%
Shares
3 transactions
Others Institutions Holding IYW
# of Institutions
1,327Shares Held
87MCall Options Held
281KPut Options Held
235K-
Envestnet Asset Management Inc9.3MShares$1.83 Billion0.49% of portfolio
-
Morgan Stanley New York, NY5.94MShares$1.17 Billion0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.42MShares$1.06 Billion0.33% of portfolio
-
Bank Of America Corp Charlotte, NC4.61MShares$905 Million0.06% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ4.36MShares$857 Million15.71% of portfolio