Optivise Advisory Services LLC Ishares Dj Us Tech ETF Transaction History
Optivise Advisory Services LLC
- $186 Billion
- Q4 2024
A detailed history of Optivise Advisory Services LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Optivise Advisory Services LLC holds 6,163 shares of IYW stock, worth $953,107. This represents 0.53% of its overall portfolio holdings.
Number of Shares
6,163
Previous 6,141
0.36%
Holding current value
$953,107
Previous $931 Million
5.59%
% of portfolio
0.53%
Previous 0.49%
Shares
3 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