Sax Wealth Advisors, LLC Ishares Dj Us Tech ETF Transaction History
Sax Wealth Advisors, LLC
- $1.11 Billion
- Q3 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 $548,942. This represents 0.05% of its overall portfolio holdings.
Number of Shares
3,537
Previous 3,537
-0.0%
Holding current value
$548,942
Previous $532,000
0.75%
% of portfolio
0.05%
Previous 0.05%
Shares
1 transactions
Others Institutions Holding IYW
# of Institutions
1,103Shares Held
82.4MCall Options Held
104KPut Options Held
83.3K-
Envestnet Asset Management Inc11.8MShares$1.83 Billion0.63% of portfolio
-
Morgan Stanley New York, NY5.81MShares$901 Million0.07% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ4.6MShares$714 Million15.63% of portfolio
-
Bank Of America Corp Charlotte, NC4.39MShares$681 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.02MShares$623 Million0.31% of portfolio