Triad Wealth Partners, LLC Ishares Dj Us Tech ETF Transaction History
Triad Wealth Partners, LLC
- $277 Billion
- Q4 2024
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 26,818 shares of IYW stock, worth $3.77 Million. This represents 1.54% of its overall portfolio holdings.
Number of Shares
26,818
Previous 12,660
111.83%
Holding current value
$3.77 Million
Previous $1.92 Billion
122.87%
% of portfolio
1.54%
Previous 1.02%
Shares
3 transactions
Others Institutions Holding IYW
# of Institutions
1,245Shares Held
84.8MCall Options Held
118KPut Options Held
73.1K-
Envestnet Asset Management Inc10.2MShares$1.43 Billion0.54% of portfolio
-
Morgan Stanley New York, NY5.85MShares$823 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.11MShares$719 Million0.34% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ4.34MShares$610 Million13.63% of portfolio
-
Bank Of America Corp Charlotte, NC4.3MShares$604 Million0.06% of portfolio