Vertex Planning Partners, LLC Ishares Dj Us Tech ETF Transaction History
Vertex Planning Partners, LLC
- $453 Billion
- Q4 2024
A detailed history of Vertex Planning Partners, LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Vertex Planning Partners, LLC holds 14,777 shares of IYW stock, worth $2.19 Million. This represents 0.52% of its overall portfolio holdings.
Number of Shares
14,777
Previous 14,159
4.36%
Holding current value
$2.19 Million
Previous $2.15 Billion
9.8%
% of portfolio
0.52%
Previous 0.51%
Shares
9 transactions
Others Institutions Holding IYW
# of Institutions
1,241Shares Held
84.2MCall Options Held
118KPut Options Held
73.1K-
Envestnet Asset Management Inc10.2MShares$1.51 Billion0.54% of portfolio
-
Morgan Stanley New York, NY5.85MShares$868 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.11MShares$758 Million0.34% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ4.34MShares$643 Million13.63% of portfolio
-
Bank Of America Corp Charlotte, NC4.3MShares$637 Million0.06% of portfolio