Montz Harcus Wealth Management LLC Ishares Dj Us Tech ETF Transaction History
Montz Harcus Wealth Management LLC
- $176 Million
- Q4 2024
A detailed history of Montz Harcus Wealth Management LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Montz Harcus Wealth Management LLC holds 11,204 shares of IYW stock, worth $1.85 Million. This represents 1.01% of its overall portfolio holdings.
Number of Shares
11,204
Previous 13,055
14.18%
Holding current value
$1.85 Million
Previous $1.98 Million
9.7%
% of portfolio
1.01%
Previous 1.17%
Shares
12 transactions
Others Institutions Holding IYW
# of Institutions
1,228Shares Held
84.2MCall Options Held
108KPut Options Held
19.4K-
Envestnet Asset Management Inc10.2MShares$1.68 Billion0.54% of portfolio
-
Morgan Stanley New York, NY5.85MShares$966 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.11MShares$843 Million0.34% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ4.34MShares$716 Million13.63% of portfolio
-
Bank Of America Corp Charlotte, NC4.3MShares$709 Million0.06% of portfolio