One Wealth Advisors, LLC Ishares Dj Us Tech ETF Transaction History
One Wealth Advisors, LLC
- $662 Million
- Q4 2024
A detailed history of One Wealth Advisors, LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, One Wealth Advisors, LLC holds 83,423 shares of IYW stock, worth $13.6 Million. This represents 2.01% of its overall portfolio holdings.
Number of Shares
83,423
Previous 83,507
0.1%
Holding current value
$13.6 Million
Previous $12.7 Million
5.1%
% of portfolio
2.01%
Previous 1.98%
Shares
13 transactions
Others Institutions Holding IYW
# of Institutions
1,214Shares Held
84.9MCall Options Held
76.9KPut Options Held
34.3K-
Envestnet Asset Management Inc10.2MShares$1.66 Billion0.54% of portfolio
-
Morgan Stanley New York, NY5.86MShares$951 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.11MShares$830 Million0.34% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ4.52MShares$734 Million14.02% of portfolio
-
Bank Of America Corp Charlotte, NC4.27MShares$694 Million0.05% of portfolio