5 T Wealth, LLC Ishares Tr Global Energy ETF Transaction History

5 T Wealth, LLC

$183 Billion
Q4 2024

A detailed history of 5 T Wealth, LLC transactions in Ishares Tr Global Energy ETF stock. As of the latest transaction made, 5 T Wealth, LLC holds 14,268 shares of IXC stock, worth $564,442. This represents 0.3% of its overall portfolio holdings.

Number of Shares

14,268

Holding current value

$564,442

% of portfolio

0.3%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 31, 2025	BUY	$36.95 - $43.06 $527,202 - $614,380	14,268 New	14,268 $545 Million

Others Institutions Holding IXC

# of Institutions

412

Shares Held

31.5M

Call Options Held

47.6K

Put Options Held

300

Ken Fisher Fisher Asset Management, LLC | Camas, Wa

10.1M
Shares

$401 Million
0.16% of portfolio
Bank Of America Corp Charlotte, NC

1.6M
Shares

$63.4 Million
0.01% of portfolio
Morgan Stanley New York, NY

1.16M
Shares

$46.1 Million
0.0% of portfolio
Jpmorgan Chase & CO New York, NY

988K
Shares

$39.1 Million
0.0% of portfolio
Dynasty Wealth Management, LLC St. Petersburg, FL

942K
Shares

$37.3 Million
0.62% of portfolio

View Full List

About ISHARES TR GLOBAL ENERGY ETF

Ticker IXC
Sector ETFs
Industry ETFs

More about IXC

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of 5 T Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on 5 T Wealth, LLC with notifications on news.

Account