A detailed history of Cyndeo Wealth Partners, LLC transactions in Ishares Tr Global Energy ETF stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 13,036 shares of IXC stock, worth $545,947. This represents 0.05% of its overall portfolio holdings.

Number of Shares
13,036
Previous 10,474 24.46%
Holding current value
$545,947
Previous $409,000 36.67%
% of portfolio
0.05%
Previous 0.04%

Shares

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

Apr 16, 2024

BUY
$37.37 - $42.95 $95,741 - $110,037
2,562 Added 24.46%
13,036 $559,000
Q4 2023

Jan 12, 2024

BUY
$38.15 - $42.12 $399,583 - $441,164
10,474 New
10,474 $409,000

Others Institutions Holding IXC

About ISHARES TR GLOBAL ENERGY ETF


  • Ticker IXC
  • Sector ETFs
  • Industry ETFs
More about IXC
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