Valtinson Bruner Financial Planning LLC Ishares Dj Us Tech ETF Transaction History
Valtinson Bruner Financial Planning LLC
- $242 Million
- Q4 2024
A detailed history of Valtinson Bruner Financial Planning LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Valtinson Bruner Financial Planning LLC holds 1,329 shares of IYW stock, worth $194,459. This represents 0.09% of its overall portfolio holdings.
Number of Shares
1,329
Previous 1,702
21.92%
Holding current value
$194,459
Previous $258,000
17.83%
% of portfolio
0.09%
Previous 0.11%
Shares
2 transactions
Others Institutions Holding IYW
# of Institutions
1,248Shares Held
84.4MCall 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