Soa Wealth Advisors, Llc. Ishares Dj Us Tech ETF Transaction History
Soa Wealth Advisors, Llc.
- $517 Million
- Q3 2024
A detailed history of Soa Wealth Advisors, Llc. transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 2,880 shares of IYW stock, worth $467,625. This represents 0.08% of its overall portfolio holdings.
Number of Shares
2,880
Previous 2,880
-0.0%
Holding current value
$467,625
Previous $436,000
-0.0%
% of portfolio
0.08%
Previous 0.08%
Shares
12 transactions
Others Institutions Holding IYW
# of Institutions
1,163Shares Held
81.2MCall Options Held
80.4KPut Options Held
33.1K-
Envestnet Asset Management Inc10.7MShares$1.74 Billion0.54% of portfolio
-
Morgan Stanley New York, NY5.86MShares$951 Million0.07% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ4.52MShares$734 Million14.02% of portfolio
-
Bank Of America Corp Charlotte, NC4.27MShares$693 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.13MShares$671 Million0.29% of portfolio