Accurate Wealth Management, LLC Ishares Dj Us Tech ETF Transaction History
Accurate Wealth Management, LLC
- $464 Million
- Q3 2024
A detailed history of Accurate Wealth Management, LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Accurate Wealth Management, LLC holds 2,894 shares of IYW stock, worth $478,551. This represents 0.09% of its overall portfolio holdings.
Number of Shares
2,894
Previous 1,569
84.45%
Holding current value
$478,551
Previous $236,000
85.59%
% of portfolio
0.09%
Previous 0.06%
Shares
3 transactions
Others Institutions Holding IYW
# of Institutions
1,149Shares Held
84.4MCall Options Held
80.4KPut Options Held
33.1K-
Envestnet Asset Management Inc10.7MShares$1.78 Billion0.54% of portfolio
-
Morgan Stanley New York, NY5.86MShares$969 Million0.07% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ4.52MShares$748 Million14.02% of portfolio
-
Bank Of America Corp Charlotte, NC4.27MShares$706 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.13MShares$684 Million0.29% of portfolio