Advocacy Wealth Management Services, LLC Ishares Tr Global Energy ETF Transaction History
Advocacy Wealth Management Services, LLC
- $1.07 Billion
- Q1 2024
A detailed history of Advocacy Wealth Management Services, LLC transactions in Ishares Tr Global Energy ETF stock. As of the latest transaction made, Advocacy Wealth Management Services, LLC holds 295,021 shares of IXC stock, worth $12.3 Million. This represents 1.19% of its overall portfolio holdings.
Number of Shares
295,021
Previous 223,389
32.07%
Holding current value
$12.3 Million
Previous $8.74 Million
45.04%
% of portfolio
1.19%
Previous 0.83%
Shares
2 transactions
Others Institutions Holding IXC
# of Institutions
491Shares Held
56.1MCall Options Held
35.6KPut Options Held
17.5K-
Envestnet Asset Management Inc7.9MShares$329 Million0.13% of portfolio
-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa7.31MShares$304 Million0.15% of portfolio
-
Jpmorgan Chase & CO New York, NY2.66MShares$110 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC2.39MShares$99.2 Million0.01% of portfolio
-
Morgan Stanley New York, NY2.35MShares$97.8 Million0.01% of portfolio