Avid Wealth Partners LLC Ishares Dj Us Tech ETF Transaction History
Avid Wealth Partners LLC
- $201 Billion
- Q3 2025
A detailed history of Avid Wealth Partners LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Avid Wealth Partners LLC holds 27,359 shares of IYW stock, worth $5.45 Million. This represents 2.66% of its overall portfolio holdings.
Number of Shares
27,359
Previous 26,970
1.44%
Holding current value
$5.45 Million
Previous $4.67 Billion
14.67%
% of portfolio
2.66%
Previous 2.67%
Shares
8 transactions
Others Institutions Holding IYW
# of Institutions
1,364Shares Held
67.3MCall Options Held
103KPut Options Held
183K-
Morgan Stanley New York, NY5.59MShares$1.11 Billion0.07% of portfolio
-
Bank Of America Corp Charlotte, NC4.41MShares$879 Million0.06% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ4.33MShares$862 Million13.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.6MShares$717 Million0.22% of portfolio
-
Jpmorgan Chase & CO New York, NY3MShares$598 Million0.04% of portfolio