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 $4.45 Million. This represents 1.54% of its overall portfolio holdings.
Number of Shares
26,818
Previous 12,660
111.83%
Holding current value
$4.45 Million
Previous $1.92 Billion
122.87%
% of portfolio
1.54%
Previous 1.02%
Shares
3 transactions
Others Institutions Holding IYW
# of Institutions
1,228Shares Held
84.2MCall Options Held
108KPut Options Held
19.4K-
Envestnet Asset Management Inc10.2MShares$1.69 Billion0.54% of portfolio
-
Morgan Stanley New York, NY5.85MShares$971 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.11MShares$848 Million0.34% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ4.34MShares$719 Million13.63% of portfolio
-
Bank Of America Corp Charlotte, NC4.3MShares$713 Million0.06% of portfolio