Triad Wealth Partners, LLC Ishares Dj Us Tech ETF Transaction History
Triad Wealth Partners, LLC
- $188 Billion
- Q3 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 12,660 shares of IYW stock, worth $2.02 Million. This represents 1.02% of its overall portfolio holdings.
Number of Shares
12,660
Previous 106
11843.4%
Holding current value
$2.02 Million
Previous $16 Million
11932.31%
% of portfolio
1.02%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding IYW
# of Institutions
1,187Shares Held
81.4MCall Options Held
76.9KPut Options Held
33.6K-
Envestnet Asset Management Inc10.7MShares$1.71 Billion0.54% of portfolio
-
Morgan Stanley New York, NY5.86MShares$935 Million0.07% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ4.52MShares$722 Million14.02% of portfolio
-
Bank Of America Corp Charlotte, NC4.27MShares$682 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.13MShares$660 Million0.29% of portfolio