A detailed history of One Wealth Management Investment & Advisory Services, LLC transactions in Ishares Tr Global Energy ETF stock. As of the latest transaction made, One Wealth Management Investment & Advisory Services, LLC holds 21,081 shares of IXC stock, worth $875,072. This represents 0.37% of its overall portfolio holdings.

Number of Shares
21,081
Previous 11,120 89.58%
Holding current value
$875,072
Previous $435 Million 108.19%
% of portfolio
0.37%
Previous 0.19%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024

BUY
$37.37 - $42.95 $372,242 - $427,824
9,961 Added 89.58%
21,081 $905 Million
Q4 2023

Jan 25, 2024

BUY
$38.15 - $42.12 $424,228 - $468,374
11,120 New
11,120 $435 Million

Others Institutions Holding IXC

About ISHARES TR GLOBAL ENERGY ETF


  • Ticker IXC
  • Sector ETFs
  • Industry ETFs
More about IXC
Track This Portfolio

Track One Wealth Management Investment & Advisory Services, LLC Portfolio

Follow One Wealth Management Investment & Advisory Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of One Wealth Management Investment & Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on One Wealth Management Investment & Advisory Services, LLC with notifications on news.