Forthright Family Wealth Advisory LLC Ishares Tr Global Energy ETF Transaction History
Forthright Family Wealth Advisory LLC
- $155 Billion
- Q2 2024
A detailed history of Forthright Family Wealth Advisory LLC transactions in Ishares Tr Global Energy ETF stock. As of the latest transaction made, Forthright Family Wealth Advisory LLC holds 12,454 shares of IXC stock, worth $535,522. This represents 0.33% of its overall portfolio holdings.
Number of Shares
12,454
Previous 12,262
1.57%
Holding current value
$535,522
Previous $527 Million
1.84%
% of portfolio
0.33%
Previous 0.35%
Shares
3 transactions
Others Institutions Holding IXC
# of Institutions
401Shares Held
30MCall Options Held
47.6KPut Options Held
300-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa9.83MShares$423 Million0.16% of portfolio
-
Bank Of America Corp Charlotte, NC1.6MShares$68.9 Million0.01% of portfolio
-
Morgan Stanley New York, NY1.16MShares$50.1 Million0.0% of portfolio
-
Jpmorgan Chase & CO New York, NY988KShares$42.5 Million0.0% of portfolio
-
Envestnet Asset Management Inc888KShares$38.2 Million0.01% of portfolio