True Wealth Advisors, LLC Ishares Dj Us Tech ETF Transaction History
True Wealth Advisors, LLC
- $262 Million
- Q4 2024
A detailed history of True Wealth Advisors, LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, True Wealth Advisors, LLC holds 5,061 shares of IYW stock, worth $740,525. This represents 0.31% of its overall portfolio holdings.
Number of Shares
5,061
Previous 5,015
0.92%
Holding current value
$740,525
Previous $760,000
6.18%
% of portfolio
0.31%
Previous 0.28%
Shares
18 transactions
Others Institutions Holding IYW
# of Institutions
1,247Shares Held
84.3MCall Options Held
118KPut Options Held
73.1K-
Envestnet Asset Management Inc10.2MShares$1.49 Billion0.54% of portfolio
-
Morgan Stanley New York, NY5.85MShares$856 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.11MShares$748 Million0.34% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ4.34MShares$635 Million13.63% of portfolio
-
Bank Of America Corp Charlotte, NC4.3MShares$629 Million0.06% of portfolio