True Wealth Advisors, LLC Ishares Dj Us Tech ETF Transaction History
True Wealth Advisors, LLC
- $249 Million
- Q2 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 5,345 shares of IYW stock, worth $798,543. This represents 0.32% of its overall portfolio holdings.
Number of Shares
5,345
Previous 5,409
1.18%
Holding current value
$798,543
Previous $730,000
10.14%
% of portfolio
0.32%
Previous 0.3%
Shares
16 transactions
Others Institutions Holding IYW
# of Institutions
1,102Shares Held
82.5MCall Options Held
104KPut Options Held
83.7K-
Envestnet Asset Management Inc11.8MShares$1.76 Billion0.63% of portfolio
-
Morgan Stanley New York, NY5.81MShares$867 Million0.07% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ4.6MShares$688 Million15.63% of portfolio
-
Bank Of America Corp Charlotte, NC4.39MShares$656 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.02MShares$600 Million0.31% of portfolio