Dynasty Wealth Management, LLC Ishares Dj Us Tech ETF Transaction History
Dynasty Wealth Management, LLC
- $3.31 Trillion
- Q3 2024
A detailed history of Dynasty Wealth Management, LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Dynasty Wealth Management, LLC holds 906,996 shares of IYW stock, worth $150 Million. This represents 4.13% of its overall portfolio holdings.
Number of Shares
906,996
Previous 641,030
41.49%
Holding current value
$150 Million
Previous $96.5 Billion
41.62%
% of portfolio
4.13%
Previous 2.84%
Shares
3 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