Trinity Point Wealth, LLC Ishares Dj Us Tech ETF Transaction History
Trinity Point Wealth, LLC
- $680 Million
- Q3 2024
A detailed history of Trinity Point Wealth, LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Trinity Point Wealth, LLC holds 5,542 shares of IYW stock, worth $916,425. This represents 0.12% of its overall portfolio holdings.
Number of Shares
5,542
Previous 5,592
0.89%
Holding current value
$916,425
Previous $841,000
0.12%
% of portfolio
0.12%
Previous 0.13%
Shares
22 transactions
Others Institutions Holding IYW
# of Institutions
1,149Shares Held
84.4MCall Options Held
80.4KPut Options Held
33.1K-
Envestnet Asset Management Inc10.7MShares$1.78 Billion0.54% of portfolio
-
Morgan Stanley New York, NY5.86MShares$969 Million0.07% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ4.52MShares$748 Million14.02% of portfolio
-
Bank Of America Corp Charlotte, NC4.27MShares$706 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.13MShares$684 Million0.29% of portfolio