Family Wealth Group, LLC Ishares Dj Us Tech ETF Transaction History
Family Wealth Group, LLC
- $92.9 Million
- Q3 2024
A detailed history of Family Wealth Group, LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Family Wealth Group, LLC holds 1,764 shares of IYW stock, worth $276,242. This represents 0.29% of its overall portfolio holdings.
Number of Shares
1,764
Previous 1,799
1.95%
Holding current value
$276,242
Previous $270,000
1.11%
% of portfolio
0.29%
Previous 0.29%
Shares
4 transactions
Others Institutions Holding IYW
# of Institutions
1,155Shares Held
81MCall Options Held
80.4KPut Options Held
33.1K-
Envestnet Asset Management Inc10.7MShares$1.68 Billion0.54% of portfolio
-
Morgan Stanley New York, NY5.86MShares$917 Million0.07% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ4.52MShares$708 Million14.02% of portfolio
-
Bank Of America Corp Charlotte, NC4.27MShares$669 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.13MShares$647 Million0.29% of portfolio