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 $1.37 Million. This represents 0.39% of its overall portfolio holdings.
Number of Shares
7,434
Previous 13,142
43.43%
Holding current value
$1.37 Million
Previous $1.99 Million
40.51%
% of portfolio
0.39%
Previous 0.57%
Shares
12 transactions
Others Institutions Holding IYW
# of Institutions
1,296Shares Held
89.1MCall Options Held
339KPut Options Held
154K-
Envestnet Asset Management Inc9.3MShares$1.71 Billion0.49% of portfolio
-
Morgan Stanley New York, NY5.95MShares$1.09 Billion0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.42MShares$996 Million0.33% of portfolio
-
Bank Of America Corp Charlotte, NC4.48MShares$825 Million0.05% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ4.36MShares$802 Million15.71% of portfolio