Unique Wealth, LLC Ishares Dj Us Tech ETF Transaction History
Unique Wealth, LLC
- $529 Billion
- Q1 2025
A detailed history of Unique Wealth, LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Unique Wealth, LLC holds 29,347 shares of IYW stock, worth $4.13 Million. This represents 0.78% of its overall portfolio holdings.
Number of Shares
29,347
Previous 15,216
92.87%
Holding current value
$4.13 Million
Previous $2.43 Billion
69.8%
% of portfolio
0.78%
Previous 0.51%
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