Capasso Planning Partners LLC Ishares Tr Global Energy ETF Transaction History
Capasso Planning Partners LLC
- $330 Million
- Q3 2024
A detailed history of Capasso Planning Partners LLC transactions in Ishares Tr Global Energy ETF stock. As of the latest transaction made, Capasso Planning Partners LLC holds 24,086 shares of IXC stock, worth $895,758. This represents 0.3% of its overall portfolio holdings.
Number of Shares
24,086
Previous 32,261
25.34%
Holding current value
$895,758
Previous $1.34 Million
27.18%
% of portfolio
0.3%
Previous 0.45%
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