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 $202,220. This represents 0.09% of its overall portfolio holdings.
Number of Shares
1,329
Previous 1,702
21.92%
Holding current value
$202,220
Previous $258,000
17.83%
% of portfolio
0.09%
Previous 0.11%
Shares
2 transactions
Others Institutions Holding IYW
# of Institutions
1,240Shares Held
84.2MCall Options Held
118KPut Options Held
73.1K-
Envestnet Asset Management Inc10.2MShares$1.55 Billion0.54% of portfolio
-
Morgan Stanley New York, NY5.85MShares$890 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.11MShares$778 Million0.34% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ4.34MShares$660 Million13.63% of portfolio
-
Bank Of America Corp Charlotte, NC4.3MShares$654 Million0.06% of portfolio