Fiduciary Planning LLC Ishares Tr Global Energy ETF Transaction History
Fiduciary Planning LLC
- $235 Million
- Q2 2025
A detailed history of Fiduciary Planning LLC transactions in Ishares Tr Global Energy ETF stock. As of the latest transaction made, Fiduciary Planning LLC holds 17,808 shares of IXC stock, worth $707,868. This represents 0.3% of its overall portfolio holdings.
Number of Shares
17,808
Previous 22,560
21.06%
Holding current value
$707,868
Previous $942,000
25.8%
% of portfolio
0.3%
Previous 0.41%
Shares
8 transactions
Others Institutions Holding IXC
# of Institutions
354Shares Held
25.9MCall Options Held
35.5KPut Options Held
800-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa10.9MShares$434 Million0.2% of portfolio
-
Bank Of America Corp Charlotte, NC1.28MShares$51 Million0.0% of portfolio
-
Morgan Stanley New York, NY752KShares$29.9 Million0.0% of portfolio
-
Wade G W & Inc Wellesley, MA655KShares$26 Million0.83% of portfolio
-
Evergreen Capital Management LLC Bellevue, WA608KShares$24.2 Million0.93% of portfolio