Triad Wealth Partners, LLC Ishares Dj Us Tech ETF Transaction History
Triad Wealth Partners, LLC
- $495 Billion
- Q2 2025
A detailed history of Triad Wealth Partners, LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Triad Wealth Partners, LLC holds 36,141 shares of IYW stock, worth $6.56 Million. This represents 1.26% of its overall portfolio holdings.
Number of Shares
36,141
Previous 32,024
12.86%
Holding current value
$6.56 Million
Previous $4.5 Billion
39.24%
% of portfolio
1.26%
Previous 1.4%
Shares
5 transactions
Others Institutions Holding IYW
# of Institutions
1,257Shares Held
86.2MCall Options Held
339KPut Options Held
144K-
Envestnet Asset Management Inc10.1MShares$1.84 Billion0.48% of portfolio
-
Morgan Stanley New York, NY5.95MShares$1.08 Billion0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.34MShares$968 Million0.3% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ4.53MShares$822 Million15.34% of portfolio
-
Bank Of America Corp Charlotte, NC4.48MShares$814 Million0.05% of portfolio