Wells Financial Advisors Inc Ishares Dj Us Tech ETF Transaction History
Wells Financial Advisors Inc
- $148 Million
- Q2 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 4,708 shares of IYW stock, worth $730,681. This represents 0.48% of its overall portfolio holdings.
Number of Shares
4,708Holding current value
$730,681% of portfolio
0.48%Shares
1 transactions
Others Institutions Holding IYW
# of Institutions
1,103Shares Held
82.4MCall Options Held
104KPut Options Held
83.3K-
Envestnet Asset Management Inc11.8MShares$1.83 Billion0.63% of portfolio
-
Morgan Stanley New York, NY5.81MShares$901 Million0.07% of portfolio
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Pgim Custom Harvest LLC Newark, NJ4.6MShares$714 Million15.63% of portfolio
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Bank Of America Corp Charlotte, NC4.39MShares$681 Million0.06% of portfolio
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Lpl Financial LLC Fort Mill, SC4.02MShares$623 Million0.31% of portfolio