Advocacy Wealth Management Services, LLC Ishares Dj Us Tech ETF Transaction History
Advocacy Wealth Management Services, LLC
- $1.22 Billion
- Q4 2024
A detailed history of Advocacy Wealth Management Services, LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Advocacy Wealth Management Services, LLC holds 172,049 shares of IYW stock, worth $23.2 Million. This represents 2.25% of its overall portfolio holdings.
Number of Shares
172,049
Previous 161,586
6.48%
Holding current value
$23.2 Million
Previous $24.5 Million
12.02%
% of portfolio
2.25%
Previous 2.1%
Shares
5 transactions
Others Institutions Holding IYW
# of Institutions
1,242Shares Held
85.2MCall Options Held
118KPut Options Held
73.1K-
Envestnet Asset Management Inc10.2MShares$1.38 Billion0.54% of portfolio
-
Morgan Stanley New York, NY5.85MShares$790 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.11MShares$690 Million0.34% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ4.34MShares$586 Million13.63% of portfolio
-
Bank Of America Corp Charlotte, NC4.3MShares$580 Million0.06% of portfolio