Soa Wealth Advisors, Llc. Ishares Dj Us Tech ETF Transaction History
Soa Wealth Advisors, Llc.
- $960 Million
- Q3 2025
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 1,874 shares of IYW stock, worth $368,203. This represents 0.04% of its overall portfolio holdings.
Number of Shares
1,874
Previous 1,874
-0.0%
Holding current value
$368,203
Previous $324,000
13.27%
% of portfolio
0.04%
Previous 0.04%
Shares
15 transactions
Others Institutions Holding IYW
# of Institutions
1,334Shares Held
86MCall 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