Liberty Wealth Management LLC Ishares Tr Global Energy ETF Transaction History
Liberty Wealth Management LLC
- $578 Million
- Q4 2024
A detailed history of Liberty Wealth Management LLC transactions in Ishares Tr Global Energy ETF stock. As of the latest transaction made, Liberty Wealth Management LLC holds 10,305 shares of IXC stock, worth $414,776. This represents 0.07% of its overall portfolio holdings.
Number of Shares
10,305
Previous 16,506
37.57%
Holding current value
$414,776
Previous $668,000
41.17%
% of portfolio
0.07%
Previous 0.12%
Shares
5 transactions
Others Institutions Holding IXC
# of Institutions
414Shares Held
32.5MCall Options Held
62.4KPut Options Held
300-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa10.1MShares$408 Million0.16% of portfolio
-
Bank Of America Corp Charlotte, NC1.51MShares$60.7 Million0.0% of portfolio
-
Jpmorgan Chase & CO New York, NY1.43MShares$57.4 Million0.0% of portfolio
-
Morgan Stanley New York, NY971KShares$39.1 Million0.0% of portfolio
-
Envestnet Asset Management Inc958KShares$38.6 Million0.01% of portfolio