Sax Wealth Advisors, LLC Ishares Dj Us Tech ETF Transaction History
Sax Wealth Advisors, LLC
- $1.26 Billion
- Q4 2024
A detailed history of Sax Wealth Advisors, LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 3,537 shares of IYW stock, worth $567,334. This represents 0.04% of its overall portfolio holdings.
Number of Shares
3,537
Previous 3,537
-0.0%
Holding current value
$567,334
Previous $536,000
5.22%
% of portfolio
0.04%
Previous 0.05%
Shares
1 transactions
Others Institutions Holding IYW
# of Institutions
1,207Shares Held
83.7MCall Options Held
76.9KPut Options Held
34.3K-
Envestnet Asset Management Inc10.7MShares$1.72 Billion0.54% of portfolio
-
Morgan Stanley New York, NY5.86MShares$940 Million0.07% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ4.52MShares$725 Million14.02% of portfolio
-
Bank Of America Corp Charlotte, NC4.27MShares$685 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.13MShares$663 Million0.29% of portfolio