Transform Wealth, LLC Ishares Dj Us Tech ETF Transaction History
Transform Wealth, LLC
- $1.46 Billion
- Q3 2024
A detailed history of Transform Wealth, LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Transform Wealth, LLC holds 6,225 shares of IYW stock, worth $944,394. This represents 0.06% of its overall portfolio holdings.
Number of Shares
6,225
Previous 6,225
-0.0%
Holding current value
$944,394
Previous $936,000
0.75%
% of portfolio
0.06%
Previous 0.07%
Shares
25 transactions
Others Institutions Holding IYW
# of Institutions
1,116Shares Held
85.3MCall Options Held
73.8KPut Options Held
88.3K-
Envestnet Asset Management Inc11.8MShares$1.79 Billion0.63% of portfolio
-
Morgan Stanley New York, NY5.81MShares$881 Million0.07% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ4.6MShares$698 Million15.63% of portfolio
-
Bank Of America Corp Charlotte, NC4.39MShares$666 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.02MShares$609 Million0.31% of portfolio