Cyndeo Wealth Partners, LLC Ishares Tr Global Energy ETF Transaction History
Cyndeo Wealth Partners, LLC
- $1.19 Billion
- Q1 2024
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
Others Institutions Holding IXC
# of Institutions
471Shares Held
51.5MCall Options Held
35.6KPut Options Held
17.5K-
Envestnet Asset Management Inc7.9MShares$331 Million0.13% of portfolio
-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa7.31MShares$306 Million0.15% of portfolio
-
Jpmorgan Chase & CO New York, NY2.66MShares$111 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC2.39MShares$99.9 Million0.01% of portfolio
-
Morgan Stanley New York, NY2.35MShares$98.5 Million0.01% of portfolio