Fusion Family Wealth LLC Ishares Expanded Tech Sector E Transaction History

Fusion Family Wealth LLC

$1.08 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2018 Nov 07, 2018	SELL	N/A	-200 Closed	0 $0
Q2 2017 Aug 07, 2017	BUY	N/A	200	200 $29,000

Others Institutions Holding IGM

# of Institutions

409

Shares Held

24.4M

Call Options Held

155K

Put Options Held

27.2K

Bank Of America Corp Charlotte, NC

2.82M
Shares

$271 Million
0.02% of portfolio
Equitable Holdings, Inc. New York, NY

2.01M
Shares

$193 Million
2.07% of portfolio
Morgan Stanley New York, NY

1.97M
Shares

$189 Million
0.01% of portfolio
Signature Estate & Investment Advisors LLC

1.78M
Shares

$172 Million
4.22% of portfolio
Royal Bank Of Canada Toronto, A6

1.19M
Shares

$115 Million
0.03% of portfolio

About ISHARES EXPANDED TECH SECTOR E

Ticker IGM
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

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

News

Stay updated on Fusion Family Wealth LLC with notifications on news.