Sax Wealth Advisors, LLC Ishares Dj Us Tech ETF Transaction History
Sax Wealth Advisors, LLC
- $1.26 Billion
- Q4 2024
A detailed history of Sax Wealth Advisors, LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 3,537 shares of IYW stock, worth $497,514. This represents 0.04% of its overall portfolio holdings.
Number of Shares
3,537
Previous 3,537
-0.0%
Holding current value
$497,514
Previous $536,000
5.22%
% of portfolio
0.04%
Previous 0.05%
Shares
1 transactions
Others Institutions Holding IYW
# of Institutions
1,252Shares Held
84.7MCall Options Held
118KPut Options Held
73.1K-
Envestnet Asset Management Inc10.2MShares$1.43 Billion0.54% of portfolio
-
Morgan Stanley New York, NY5.85MShares$823 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.11MShares$719 Million0.34% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ4.34MShares$610 Million13.63% of portfolio
-
Bank Of America Corp Charlotte, NC4.3MShares$604 Million0.06% of portfolio