Cyndeo Wealth Partners, LLC Ishares Tr Global Energy ETF Transaction History
Cyndeo Wealth Partners, LLC
- $1.27 Billion
- Q2 2024
A detailed history of Cyndeo Wealth Partners, LLC transactions in Ishares Tr Global Energy ETF stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 8,798 shares of IXC stock, worth $353,415. This represents 0.03% of its overall portfolio holdings.
Number of Shares
8,798
Previous 13,036
32.51%
Holding current value
$353,415
Previous $559,000
34.7%
% of portfolio
0.03%
Previous 0.05%
Shares
3 transactions
Others Institutions Holding IXC
# of Institutions
431Shares Held
33.7MCall Options Held
31.1KPut Options Held
300-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa8.34MShares$335 Million0.15% of portfolio
-
Bank Of America Corp Charlotte, NC1.67MShares$67 Million0.01% of portfolio
-
Pictet Asset Management Holding Sa Carouge, V81.63MShares$65.4 Million0.08% of portfolio
-
Morgan Stanley New York, NY1.56MShares$62.6 Million0.01% of portfolio
-
Jpmorgan Chase & CO New York, NY1.19MShares$47.6 Million0.0% of portfolio