Modern Wealth Management, LLC Ishares Tr Global Energy ETF Transaction History
Modern Wealth Management, LLC
- $3.08 Trillion
- Q1 2025
A detailed history of Modern Wealth Management, LLC transactions in Ishares Tr Global Energy ETF stock. As of the latest transaction made, Modern Wealth Management, LLC holds 113,046 shares of IXC stock, worth $4.32 Million. This represents 0.15% of its overall portfolio holdings.
Number of Shares
113,046
Previous 113,637
0.52%
Holding current value
$4.32 Million
Previous $4.58 Billion
3.95%
% of portfolio
0.15%
Previous 0.16%
Shares
5 transactions
Others Institutions Holding IXC
# of Institutions
374Shares Held
25.9MCall Options Held
35.5KPut Options Held
800-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa10.9MShares$417 Million0.2% of portfolio
-
Bank Of America Corp Charlotte, NC1.28MShares$49 Million0.0% of portfolio
-
Morgan Stanley New York, NY752KShares$28.7 Million0.0% of portfolio
-
Wade G W & Inc Wellesley, MA655KShares$25 Million0.83% of portfolio
-
Evergreen Capital Management LLC Bellevue, WA608KShares$23.2 Million0.93% of portfolio