Wr Wealth Planners, LLC Ishares Dj Us Tech ETF Transaction History
Wr Wealth Planners, LLC
- $301 Million
- Q4 2024
A detailed history of Wr Wealth Planners, LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 7,434 shares of IYW stock, worth $1.21 Million. This represents 0.39% of its overall portfolio holdings.
Number of Shares
7,434
Previous 13,142
43.43%
Holding current value
$1.21 Million
Previous $1.99 Million
40.51%
% of portfolio
0.39%
Previous 0.57%
Shares
12 transactions
Others Institutions Holding IYW
# of Institutions
1,214Shares Held
84.9MCall Options Held
76.9KPut Options Held
34.3K-
Envestnet Asset Management Inc10.2MShares$1.66 Billion0.54% of portfolio
-
Morgan Stanley New York, NY5.86MShares$951 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.11MShares$830 Million0.34% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ4.52MShares$734 Million14.02% of portfolio
-
Bank Of America Corp Charlotte, NC4.27MShares$694 Million0.05% of portfolio