Beaird Harris Wealth Management, LLC Ishares Dj Us Tech ETF Transaction History
Beaird Harris Wealth Management, LLC
- $1.08 Billion
- Q3 2024
A detailed history of Beaird Harris Wealth Management, LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Beaird Harris Wealth Management, LLC holds 2,688 shares of IYW stock, worth $428,789. This represents 0.04% of its overall portfolio holdings.
Number of Shares
2,688
Previous 2,748
2.18%
Holding current value
$428,789
Previous $413,000
1.45%
% of portfolio
0.04%
Previous 0.04%
Shares
4 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$1.71 Billion0.54% of portfolio
-
Morgan Stanley New York, NY5.86MShares$934 Million0.07% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ4.52MShares$721 Million14.02% of portfolio
-
Bank Of America Corp Charlotte, NC4.27MShares$681 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.13MShares$659 Million0.29% of portfolio