Dynasty Wealth Management, LLC Ishares Tr Global Energy ETF Transaction History

Dynasty Wealth Management, LLC

  • $6 Trillion
  • Q1 2025

A detailed history of Dynasty Wealth Management, LLC transactions in Ishares Tr Global Energy ETF stock. As of the latest transaction made, Dynasty Wealth Management, LLC holds 8,079 shares of IXC stock, worth $299,811. This represents 0.01% of its overall portfolio holdings.

Number of Shares
8,079
Previous 942,100 99.14%
Holding current value
$299,811
Previous $36 Billion 99.06%
% of portfolio
0.01%
Previous 0.62%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 02, 2025
SELL
$38.48 - $42.16 $35.9 Million - $39.4 Million
-934,021 Reduced 99.14%
8,079 $340 Million
Q4 2024

Feb 05, 2025
BUY
$36.95 - $43.06 $34.8 Million - $40.6 Million
942,100 New
942,100 $36 Billion
Q2 2024

Aug 12, 2024
SELL
$39.86 - $44.76 $145,170 - $163,015
-3,642 Reduced 20.51%
14,114 $586 Million
Q1 2024

May 15, 2024
BUY
$37.37 - $42.95 $663,541 - $762,620
17,756 New
17,756 $763 Million

Others Institutions Holding IXC

# of Institutions
385
Shares Held
28.1M
Call Options Held
46.7K
Put Options Held
3.8K
View Full List

About ISHARES TR GLOBAL ENERGY ETF

IXC Quotes by TradingView
  • Ticker IXC
  • Sector ETFs
  • Industry ETFs
More about IXC
Track This Portfolio

Track Dynasty Wealth Management, LLC Portfolio

Follow Dynasty Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Dynasty Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Dynasty Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email