Cyndeo Wealth Partners, LLC Ishares Dj Us Tech ETF Transaction History
Cyndeo Wealth Partners, LLC
- $1.4 Billion
- Q3 2024
A detailed history of Cyndeo Wealth Partners, LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 12,720 shares of IYW stock, worth $2.1 Million. This represents 0.14% of its overall portfolio holdings.
Number of Shares
12,720
Previous 12,879
1.23%
Holding current value
$2.1 Million
Previous $1.94 Million
0.52%
% of portfolio
0.14%
Previous 0.15%
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$1.78 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