Wells Financial Advisors Inc Ishares Dj Us Tech ETF Transaction History
Wells Financial Advisors Inc
- $73.1 Million
- Q3 2024
A detailed history of Wells Financial Advisors Inc transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Wells Financial Advisors Inc holds 132 shares of IYW stock, worth $20,809. This represents 0.03% of its overall portfolio holdings.
Number of Shares
132
Previous 4,708
97.2%
Holding current value
$20,809
Previous $708,000
97.18%
% of portfolio
0.03%
Previous 0.48%
Shares
2 transactions
Others Institutions Holding IYW
# of Institutions
1,149Shares Held
84.4MCall Options Held
80.4KPut Options Held
33.1K-
Envestnet Asset Management Inc10.7MShares$1.69 Billion0.54% of portfolio
-
Morgan Stanley New York, NY5.86MShares$923 Million0.07% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ4.52MShares$713 Million14.02% of portfolio
-
Bank Of America Corp Charlotte, NC4.27MShares$673 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.13MShares$652 Million0.29% of portfolio