Mount Yale Investment Advisors, LLC Ishares Tr Global Energy ETF Transaction History
Mount Yale Investment Advisors, LLC
- $1.25 Billion
- Q2 2024
A detailed history of Mount Yale Investment Advisors, LLC transactions in Ishares Tr Global Energy ETF stock. As of the latest transaction made, Mount Yale Investment Advisors, LLC holds 9,016 shares of IXC stock, worth $373,532. This represents 0.03% of its overall portfolio holdings.
Number of Shares
9,016
Previous 20,472
55.96%
Holding current value
$373,532
Previous $879,000
57.45%
% of portfolio
0.03%
Previous 0.07%
Shares
3 transactions
Others Institutions Holding IXC
# of Institutions
424Shares Held
33.6MCall Options Held
31.1KPut Options Held
300-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa8.34MShares$346 Million0.15% of portfolio
-
Bank Of America Corp Charlotte, NC1.67MShares$69.1 Million0.01% of portfolio
-
Pictet Asset Management Holding Sa Carouge, V81.63MShares$67.4 Million0.08% of portfolio
-
Morgan Stanley New York, NY1.56MShares$64.5 Million0.01% of portfolio
-
Jpmorgan Chase & CO New York, NY1.19MShares$49.1 Million0.0% of portfolio