Atlantic Private Wealth, LLC Ishares Tr Global Energy ETF Transaction History
Atlantic Private Wealth, LLC
- $131 Million
- Q3 2024
A detailed history of Atlantic Private Wealth, LLC transactions in Ishares Tr Global Energy ETF stock. As of the latest transaction made, Atlantic Private Wealth, LLC holds 14,161 shares of IXC stock, worth $526,647. This represents 0.44% of its overall portfolio holdings.
Number of Shares
14,161
Previous 14,161
-0.0%
Holding current value
$526,647
Previous $587,000
2.39%
% of portfolio
0.44%
Previous 0.48%
Shares
2 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$366 Million0.16% of portfolio
-
Bank Of America Corp Charlotte, NC1.6MShares$59.6 Million0.01% of portfolio
-
Morgan Stanley New York, NY1.16MShares$43.3 Million0.0% of portfolio
-
Jpmorgan Chase & CO New York, NY988KShares$36.7 Million0.0% of portfolio
-
Envestnet Asset Management Inc888KShares$33 Million0.01% of portfolio