Shared Vision Wealth Group LLC Ishares Tr Global Energy ETF Transaction History
Shared Vision Wealth Group LLC
- $160 Billion
- Q1 2024
A detailed history of Shared Vision Wealth Group LLC transactions in Ishares Tr Global Energy ETF stock. As of the latest transaction made, Shared Vision Wealth Group LLC holds 18,622 shares of IXC stock, worth $760,336. This represents 0.5% of its overall portfolio holdings.
Number of Shares
18,622
Previous 9,701
91.96%
Holding current value
$760,336
Previous $379 Million
110.81%
% of portfolio
0.5%
Previous 0.25%
Shares
2 transactions
Others Institutions Holding IXC
# of Institutions
493Shares Held
55.3MCall Options Held
35.6KPut Options Held
17.5K-
Envestnet Asset Management Inc7.9MShares$323 Million0.13% of portfolio
-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa7.31MShares$299 Million0.15% of portfolio
-
Jpmorgan Chase & CO New York, NY2.66MShares$108 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC2.39MShares$97.4 Million0.01% of portfolio
-
Morgan Stanley New York, NY2.35MShares$96 Million0.01% of portfolio