Fiduciary Planning LLC Ishares Dj Us Tech ETF Transaction History
Fiduciary Planning LLC
- $235 Million
- Q4 2024
A detailed history of Fiduciary Planning LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Fiduciary Planning LLC holds 3,684 shares of IYW stock, worth $569,730. This represents 0.25% of its overall portfolio holdings.
Number of Shares
3,684
Previous 3,684
-0.0%
Holding current value
$569,730
Previous $558,000
5.2%
% of portfolio
0.25%
Previous 0.25%
Shares
1 transactions
Others Institutions Holding IYW
# of Institutions
1,240Shares Held
84.2MCall Options Held
118KPut Options Held
73.1K-
Envestnet Asset Management Inc10.2MShares$1.58 Billion0.54% of portfolio
-
Morgan Stanley New York, NY5.85MShares$905 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.11MShares$790 Million0.34% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ4.34MShares$671 Million13.63% of portfolio
-
Bank Of America Corp Charlotte, NC4.3MShares$665 Million0.06% of portfolio