Forthright Family Wealth Advisory LLC Ishares Dj Us Tech ETF Transaction History
Forthright Family Wealth Advisory LLC
- $155 Billion
- Q2 2024
A detailed history of Forthright Family Wealth Advisory LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Forthright Family Wealth Advisory LLC holds 30,392 shares of IYW stock, worth $4.58 Million. This represents 2.95% of its overall portfolio holdings.
Number of Shares
30,392
Previous 30,268
0.41%
Holding current value
$4.58 Million
Previous $4.09 Billion
11.89%
% of portfolio
2.95%
Previous 2.74%
Shares
3 transactions
Others Institutions Holding IYW
# of Institutions
1,115Shares Held
85.3MCall Options Held
73.8KPut Options Held
88.3K-
Envestnet Asset Management Inc11.8MShares$1.78 Billion0.63% of portfolio
-
Morgan Stanley New York, NY5.81MShares$875 Million0.07% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ4.6MShares$694 Million15.63% of portfolio
-
Bank Of America Corp Charlotte, NC4.39MShares$662 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.02MShares$605 Million0.31% of portfolio