Continuum Wealth Advisors, LLC Ishares Global Healthcare ETF Transaction History

Continuum Wealth Advisors, LLC

  • $158 Million
  • Q3 2024

A detailed history of Continuum Wealth Advisors, LLC transactions in Ishares Global Healthcare ETF stock. As of the latest transaction made, Continuum Wealth Advisors, LLC holds 3,271 shares of IXJ stock, worth $293,277. This represents 0.2% of its overall portfolio holdings.

Number of Shares
3,271
Previous 3,271 -0.0%
Holding current value
$293,277
Previous $303,000 5.94%
% of portfolio
0.2%
Previous 0.16%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 20, 2024
SELL
$87.55 - $93.2 $124,933 - $132,996
-1,427 Reduced 30.37%
3,271 $304,000
Q2 2023

Jul 27, 2023
SELL
$82.57 - $87.62 $15,853 - $16,823
-192 Reduced 3.93%
4,698 $399,000
Q1 2023

May 15, 2023
SELL
$79.07 - $85.5 $9,567 - $10,345
-121 Reduced 2.41%
4,890 $407,000
Q4 2022

Mar 01, 2023
BUY
$75.71 - $87.41 $379,382 - $438,011
5,011 New
5,011 $425 Million

Others Institutions Holding IXJ

# of Institutions
294
Shares Held
31.4M
Call Options Held
200
Put Options Held
0
View Full List

About ISHARES GLOBAL HEALTHCARE ETF

IXJ Quotes by TradingView
  • Ticker IXJ
  • Sector ETFs
  • Industry Closed-End Fund - Equity
More about IXJ
Track This Portfolio

Track Continuum Wealth Advisors, LLC Portfolio

Follow Continuum Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Continuum Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email