Peninsula Wealth, LLC Ishares Dj Us Tech ETF Transaction History
Peninsula Wealth, LLC
- $581 Million
- Q4 2024
A detailed history of Peninsula Wealth, LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Peninsula Wealth, LLC holds 1,969 shares of IYW stock, worth $258,588. This represents 0.05% of its overall portfolio holdings.
Number of Shares
1,969
Previous 2,134
7.73%
Holding current value
$258,588
Previous $323,000
2.79%
% of portfolio
0.05%
Previous 0.06%
Shares
3 transactions
Others Institutions Holding IYW
# of Institutions
1,243Shares Held
85MCall Options Held
118KPut Options Held
73.1K-
Envestnet Asset Management Inc10.2MShares$1.34 Billion0.54% of portfolio
-
Morgan Stanley New York, NY5.85MShares$769 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.11MShares$671 Million0.34% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ4.34MShares$570 Million13.63% of portfolio
-
Bank Of America Corp Charlotte, NC4.3MShares$564 Million0.06% of portfolio