Foundation Wealth Management, LLC Ishares Tr North Amern Nat Res Transaction History
Foundation Wealth Management, LLC
- $123 Billion
- Q1 2024
A detailed history of Foundation Wealth Management, LLC transactions in Ishares Tr North Amern Nat Res stock. As of the latest transaction made, Foundation Wealth Management, LLC holds 5,006 shares of IGE stock, worth $219,963. This represents 0.18% of its overall portfolio holdings.
Number of Shares
5,006
Previous 5,006
-0.0%
Holding current value
$219,963
Previous $204 Million
10.49%
% of portfolio
0.18%
Previous 0.18%
Shares
1 transactions
Others Institutions Holding IGE
# of Institutions
148Shares Held
6.41MCall Options Held
9.9KPut Options Held
8.1K-
Morgan Stanley New York, NY819KShares$36 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC700KShares$30.7 Million0.0% of portfolio
-
Envestnet Asset Management Inc406KShares$17.9 Million0.01% of portfolio
-
Goldman Sachs Group Inc New York, NY281KShares$12.3 Million0.0% of portfolio
-
Family Firm, Inc.268KShares$11.8 Million2.92% of portfolio