Cfs Investment Advisory Services, LLC Ishares Dj Us Tech ETF Transaction History
Cfs Investment Advisory Services, LLC
- $1.12 Billion
- Q4 2024
A detailed history of Cfs Investment Advisory Services, LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Cfs Investment Advisory Services, LLC holds 98,408 shares of IYW stock, worth $12.9 Million. This represents 1.41% of its overall portfolio holdings.
Number of Shares
98,408
Previous 103,027
4.48%
Holding current value
$12.9 Million
Previous $15.6 Million
0.49%
% of portfolio
1.41%
Previous 1.31%
Shares
10 transactions
Others Institutions Holding IYW
# of Institutions
1,243Shares Held
85MCall Options Held
118KPut Options Held
73.1K-
Envestnet Asset Management Inc10.2MShares$1.34 Billion0.54% of portfolio
-
Morgan Stanley New York, NY5.85MShares$769 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.11MShares$671 Million0.34% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ4.34MShares$570 Million13.63% of portfolio
-
Bank Of America Corp Charlotte, NC4.3MShares$564 Million0.06% of portfolio